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 | $167,554 | $72,404+131.4% | $110,238+52.0% | $64,186+161.0% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.9pp |
| Annual return | -5.74% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,255 | $2,282+130.3% | $3,826+37.3% | $2,381+120.7% |
| Participant deferral / active EE | $8,451 | $3,469+143.6% | $4,672+80.9% | $3,470+143.6% |
| Admin fee / account holder | $8,495 | $5,664+50.0% | $8,547-0.6% | $4,888+73.8% |