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 | $163,154 | $62,586+160.7% | $76,768+112.5% | $64,186+154.2% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | -7.24% | -1.95%-5.3pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,340 | $1,832-26.9% | $2,485-46.1% | $2,381-43.7% |
| Participant deferral / active EE | $5,969 | $3,145+89.8% | $3,852+55.0% | $3,470+72.1% |
| Admin fee / account holder | $4,116 | $4,667-11.8% | $6,675-38.3% | $4,888-15.8% |