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 | $166,156 | $58,577+183.7% | $83,333+99.4% | $64,186+158.9% |
| Participation rate | 86.4% | 72.0%+14.3pp | 77.8%+8.6pp | 69.6%+16.8pp |
| Annual return | -4.64% | 9.65%-14.3pp | 10.63%-15.3pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,954 | $2,098-6.9% | $3,379-42.2% | $2,381-17.9% |
| Participant deferral / active EE | $3,819 | $4,654-17.9% | $5,565-31.4% | $3,470+10.1% |
| Admin fee / account holder | $9,599 | $9,275+3.5% | $7,510+27.8% | $4,888+96.4% |