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 | $88,464 | $58,577+51.0% | $83,333+6.2% | $64,186+37.8% |
| Participation rate | 91.7% | 72.0%+19.6pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -5.46% | 9.65%-15.1pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,844 | $2,098+130.9% | $3,379+43.4% | $2,381+103.5% |
| Participant deferral / active EE | $3,180 | $4,654-31.7% | $5,565-42.9% | $3,470-8.4% |
| Admin fee / account holder | $7,790 | $9,275-16.0% | $7,510+3.7% | $4,888+59.4% |