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 | $151,300 | $50,958+196.9% | $74,550+103.0% | $64,186+135.7% |
| Participation rate | 74.3% | 61.1%+13.2pp | 69.1%+5.1pp | 69.6%+4.7pp |
| Annual return | 0.24% | -1.86%+2.1pp | 32.53%-32.3pp | 7.63%-7.4pp |
| Employer contribution / active EE | $1,060 | $1,115-4.9% | $1,961-45.9% | $2,381-55.5% |
| Participant deferral / active EE | $6,022 | $2,301+161.7% | $3,108+93.8% | $3,470+73.6% |
| Admin fee / account holder | $3,425 | $4,223-18.9% | $5,060-32.3% | $4,888-29.9% |