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 | $158,714 | $54,726+190.0% | $68,793+130.7% | $64,186+147.3% |
| Participation rate | 91.3% | 68.0%+23.2pp | 72.2%+19.0pp | 69.6%+21.7pp |
| Annual return | -4.01% | -1.62%-2.4pp | -4.63%+0.6pp | 7.63%-11.6pp |
| Employer contribution / active EE | $8,185 | $1,846+343.4% | $2,625+211.8% | $2,381+243.8% |
| Participant deferral / active EE | $5,702 | $2,626+117.1% | $3,311+72.2% | $3,470+64.4% |
| Admin fee / account holder | $5,579 | $4,027+38.6% | $5,131+8.7% | $4,888+14.1% |