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 | $146,194 | $53,596+172.8% | $90,645+61.3% | $64,186+127.8% |
| Participation rate | 92.4% | 64.5%+27.9pp | 74.0%+18.4pp | 69.6%+22.9pp |
| Annual return | -5.52% | 4.41%-9.9pp | 1.88%-7.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,667 | $1,503+77.4% | $2,532+5.3% | $2,381+12.0% |
| Participant deferral / active EE | $7,467 | $2,459+203.7% | $3,425+118.1% | $3,470+115.2% |
| Admin fee / account holder | $2,822 | $3,868-27.0% | $4,994-43.5% | $4,888-42.3% |