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 | $154,867 | $56,484+174.2% | $169,463-8.6% | $64,186+141.3% |
| Participation rate | 75.8% | 64.5%+11.2pp | 77.8%-2.0pp | 69.6%+6.2pp |
| Annual return | -6.12% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,489 | $1,832+90.4% | $4,159-16.1% | $2,381+46.6% |
| Participant deferral / active EE | $6,727 | $3,448+95.1% | $5,277+27.5% | $3,470+93.9% |
| Admin fee / account holder | $8,270 | $4,174+98.1% | $9,109-9.2% | $4,888+69.2% |