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 | $170,046 | $42,383+301.2% | $76,523+122.2% | $64,186+164.9% |
| Participation rate | 97.4% | 58.1%+39.2pp | 68.0%+29.4pp | 69.6%+27.8pp |
| Annual return | -6.91% | -16.54%+9.6pp | -0.27%-6.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $10,040 | $1,563+542.2% | $2,647+279.3% | $2,381+321.7% |
| Participant deferral / active EE | $11,213 | $2,566+336.9% | $3,835+192.3% | $3,470+223.2% |
| Admin fee / account holder | $2,352 | $3,198-26.5% | $4,848-51.5% | $4,888-51.9% |