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 | $124,984 | $62,586+99.7% | $76,768+62.8% | $64,186+94.7% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -5.53% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,128 | $1,832+16.2% | $2,485-14.4% | $2,381-10.6% |
| Participant deferral / active EE | $4,871 | $3,145+54.9% | $3,852+26.5% | $3,470+40.4% |
| Admin fee / account holder | $736 | $4,667-84.2% | $6,675-89.0% | $4,888-84.9% |