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 | $149,792 | $62,586+139.3% | $76,768+95.1% | $64,186+133.4% |
| Participation rate | 86.2% | 72.8%+13.4pp | 77.0%+9.2pp | 69.6%+16.6pp |
| Annual return | 0.66% | -1.95%+2.6pp | 2.43%-1.8pp | 7.63%-7.0pp |
| Employer contribution / active EE | $3,448 | $1,832+88.2% | $2,485+38.8% | $2,381+44.8% |
| Participant deferral / active EE | $2,876 | $3,145-8.6% | $3,852-25.3% | $3,470-17.1% |
| Admin fee / account holder | $9,021 | $4,667+93.3% | $6,675+35.1% | $4,888+84.5% |