See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,866 | $77,813+109.3% | $123,544+31.8% | $64,186+153.7% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.4pp | 69.6%+23.1pp |
| Annual return | -4.51% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,062 | $3,014+1.6% | $4,628-33.8% | $2,381+28.6% |
| Participant deferral / active EE | $12,136 | $5,240+131.6% | $6,426+88.9% | $3,470+249.8% |
| Admin fee / account holder | $3,969 | $5,519-28.1% | $9,284-57.2% | $4,888-18.8% |