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 | $126,479 | $76,401+65.5% | $106,387+18.9% | $64,186+97.1% |
| Participation rate | 92.2% | 73.5%+18.6pp | 77.5%+14.7pp | 69.6%+22.6pp |
| Annual return | -4.32% | -2.19%-2.1pp | 0.25%-4.6pp | 7.63%-11.9pp |
| Employer contribution / active EE | $5,796 | $2,680+116.2% | $3,520+64.7% | $2,381+143.4% |
| Participant deferral / active EE | $5,547 | $4,274+29.8% | $5,421+2.3% | $3,470+59.9% |
| Admin fee / account holder | $3,582 | $4,610-22.3% | $7,510-52.3% | $4,888-26.7% |