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 | $123,158 | $61,660+99.7% | $80,019+53.9% | $64,186+91.9% |
| Participation rate | 84.3% | 71.7%+12.6pp | 75.8%+8.5pp | 69.6%+14.8pp |
| Annual return | -3.50% | -0.33%-3.2pp | 11.22%-14.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $4,441 | $1,810+145.3% | $2,468+80.0% | $2,381+86.6% |
| Participant deferral / active EE | $4,184 | $2,968+41.0% | $3,686+13.5% | $3,470+20.6% |
| Admin fee / account holder | $16,539 | $5,417+205.3% | $6,521+153.6% | $4,888+238.4% |