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 | $136,412 | $50,958+167.7% | $74,550+83.0% | $64,186+112.5% |
| Participation rate | 73.8% | 61.1%+12.8pp | 69.1%+4.7pp | 69.6%+4.2pp |
| Annual return | -5.89% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,155 | $1,115+3.5% | $1,961-41.1% | $2,381-51.5% |
| Participant deferral / active EE | $3,931 | $2,301+70.8% | $3,108+26.5% | $3,470+13.3% |
| Admin fee / account holder | $5,448 | $4,223+29.0% | $5,060+7.7% | $4,888+11.5% |