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 | $139,752 | $61,660+126.7% | $80,019+74.6% | $64,186+117.7% |
| Participation rate | 90.9% | 71.7%+19.2pp | 75.8%+15.1pp | 69.6%+21.3pp |
| Annual return | -6.84% | -0.33%-6.5pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,937 | $1,810+172.7% | $2,468+100.0% | $2,381+107.4% |
| Participant deferral / active EE | $12,003 | $2,968+304.5% | $3,686+225.7% | $3,470+246.0% |
| Admin fee / account holder | $4,073 | $5,417-24.8% | $6,521-37.5% | $4,888-16.7% |