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 | $212,103 | $56,484+275.5% | $169,463+25.2% | $64,186+230.5% |
| Participation rate | 86.7% | 64.5%+22.1pp | 77.8%+8.9pp | 69.6%+17.1pp |
| Annual return | -5.71% | -1.55%-4.2pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,964 | $1,832+170.9% | $4,159+19.3% | $2,381+108.5% |
| Participant deferral / active EE | $7,110 | $3,448+106.2% | $5,277+34.8% | $3,470+104.9% |
| Admin fee / account holder | $3,734 | $4,174-10.6% | $9,109-59.0% | $4,888-23.6% |