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 | $108,299 | $77,813+39.2% | $123,544-12.3% | $64,186+68.7% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.6pp |
| Annual return | -2.92% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $4,681 | $3,014+55.3% | $4,628+1.2% | $2,381+96.6% |
| Participant deferral / active EE | $8,101 | $5,240+54.6% | $6,426+26.1% | $3,470+133.5% |
| Admin fee / account holder | $4,256 | $5,519-22.9% | $9,284-54.2% | $4,888-12.9% |