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 | $186,755 | $94,529+97.6% | $140,016+33.4% | $64,186+191.0% |
| Participation rate | 89.5% | 84.1%+5.4pp | 87.5%+2.0pp | 69.6%+19.9pp |
| Annual return | -6.56% | 7.77%-14.3pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,632 | $3,812-57.2% | $5,606-70.9% | $2,381-31.5% |
| Participant deferral / active EE | $3,537 | $5,250-32.6% | $6,927-48.9% | $3,470+1.9% |
| Admin fee / account holder | $13,163 | $6,741+95.3% | $10,705+23.0% | $4,888+169.3% |