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 | $166,016 | $61,660+169.2% | $80,019+107.5% | $64,186+158.7% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.6%+1.9pp |
| Annual return | 8.97% | -0.33%+9.3pp | 11.22%-2.3pp | 7.63%+1.3pp |
| Employer contribution / active EE | $898 | $1,810-50.4% | $2,468-63.6% | $2,381-62.3% |
| Participant deferral / active EE | $2,791 | $2,968-5.9% | $3,686-24.3% | $3,470-19.6% |
| Admin fee / account holder | $7,662 | $5,417+41.4% | $6,521+17.5% | $4,888+56.7% |