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 | $154,865 | $62,586+147.4% | $76,768+101.7% | $64,186+141.3% |
| Participation rate | 78.0% | 72.8%+5.2pp | 77.0%+1.0pp | 69.6%+8.4pp |
| Annual return | -2.91% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $902 | $1,832-50.8% | $2,485-63.7% | $2,381-62.1% |
| Participant deferral / active EE | $5,512 | $3,145+75.3% | $3,852+43.1% | $3,470+58.9% |
| Admin fee / account holder | $7,726 | $4,667+65.5% | $6,675+15.7% | $4,888+58.1% |