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 | $116,384 | $58,577+98.7% | $83,333+39.7% | $64,186+81.3% |
| Participation rate | 76.9% | 72.0%+4.9pp | 77.8%-0.8pp | 69.6%+7.4pp |
| Annual return | -5.38% | 9.65%-15.0pp | 10.63%-16.0pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,112 | $2,098-47.0% | $3,379-67.1% | $2,381-53.3% |
| Participant deferral / active EE | $7,370 | $4,654+58.4% | $5,565+32.4% | $3,470+112.4% |
| Admin fee / account holder | $16,459 | $9,275+77.4% | $7,510+119.1% | $4,888+236.7% |