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 | $117,676 | $62,586+88.0% | $76,768+53.3% | $64,186+83.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | -5.53% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,132 | $1,832+16.4% | $2,485-14.2% | $2,381-10.4% |
| Participant deferral / active EE | $4,503 | $3,145+43.2% | $3,852+16.9% | $3,470+29.8% |
| Admin fee / account holder | $30,940 | $4,667+563.0% | $6,675+363.5% | $4,888+533.0% |