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 | $125,671 | $62,586+100.8% | $76,768+63.7% | $64,186+95.8% |
| Participation rate | 90.8% | 72.8%+18.0pp | 77.0%+13.8pp | 69.6%+21.2pp |
| Annual return | -5.36% | -1.95%-3.4pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,295 | $1,832+134.4% | $2,485+72.8% | $2,381+80.4% |
| Participant deferral / active EE | $6,090 | $3,145+93.6% | $3,852+58.1% | $3,470+75.5% |
| Admin fee / account holder | $14,150 | $4,667+203.2% | $6,675+112.0% | $4,888+189.5% |