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 | $149,336 | $62,586+138.6% | $76,768+94.5% | $64,186+132.7% |
| Participation rate | 82.5% | 72.8%+9.7pp | 77.0%+5.5pp | 69.6%+12.9pp |
| Annual return | -5.69% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,573 | $1,832-14.1% | $2,485-36.7% | $2,381-33.9% |
| Participant deferral / active EE | $6,134 | $3,145+95.1% | $3,852+59.3% | $3,470+76.8% |
| Admin fee / account holder | $5,242 | $4,667+12.3% | $6,675-21.5% | $4,888+7.2% |