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 | $183,709 | $56,484+225.2% | $169,463+8.4% | $64,186+186.2% |
| Participation rate | 79.6% | 64.5%+15.0pp | 77.8%+1.8pp | 69.6%+10.0pp |
| Annual return | -4.34% | -1.55%-2.8pp | 1.83%-6.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,327 | $1,832+81.6% | $4,159-20.0% | $2,381+39.8% |
| Participant deferral / active EE | $7,145 | $3,448+107.2% | $5,277+35.4% | $3,470+105.9% |
| Admin fee / account holder | $17,654 | $4,174+322.9% | $9,109+93.8% | $4,888+261.2% |