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 | $165,785 | $50,958+225.3% | $74,550+122.4% | $64,186+158.3% |
| Participation rate | 72.5% | 61.1%+11.5pp | 69.1%+3.4pp | 69.6%+3.0pp |
| Annual return | -7.59% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,757 | $1,115+57.5% | $1,961-10.4% | $2,381-26.2% |
| Participant deferral / active EE | $3,711 | $2,301+61.2% | $3,108+19.4% | $3,470+7.0% |
| Admin fee / account holder | $5,998 | $4,223+42.1% | $5,060+18.6% | $4,888+22.7% |