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 | $169,904 | $71,883+136.4% | $86,677+96.0% | $68,494+148.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -12.74% | 3.52%-16.3pp | 35.91%-48.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,126 | $2,173+43.9% | $2,836+10.2% | $2,596+20.4% |
| Participant deferral / active EE | $4,794 | $3,779+26.9% | $4,656+3.0% | $4,027+19.0% |
| Admin fee / account holder | $3,496 | $6,112-42.8% | $7,493-53.4% | $5,403-35.3% |