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 | $167,651 | $61,660+171.9% | $80,019+109.5% | $64,186+161.2% |
| Participation rate | 73.5% | 71.7%+1.8pp | 75.8%-2.3pp | 69.6%+4.0pp |
| Annual return | -7.27% | -0.33%-6.9pp | 11.22%-18.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,115 | $1,810-38.4% | $2,468-54.8% | $2,381-53.2% |
| Participant deferral / active EE | $5,730 | $2,968+93.1% | $3,686+55.5% | $3,470+65.2% |
| Admin fee / account holder | $13,963 | $5,417+157.8% | $6,521+114.1% | $4,888+185.7% |