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 | $178,213 | $71,883+147.9% | $86,677+105.6% | $68,494+160.2% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -4.72% | 3.52%-8.2pp | 35.91%-40.6pp | -7.84%+3.1pp |
| Employer contribution / active EE | $5,263 | $2,173+142.2% | $2,836+85.6% | $2,596+102.7% |
| Participant deferral / active EE | $4,711 | $3,779+24.7% | $4,656+1.2% | $4,027+17.0% |
| Admin fee / account holder | $6,105 | $6,112-0.1% | $7,493-18.5% | $5,403+13.0% |