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 | $149,422 | $61,660+142.3% | $80,019+86.7% | $64,186+132.8% |
| Participation rate | 93.5% | 71.7%+21.9pp | 75.8%+17.7pp | 69.6%+24.0pp |
| Annual return | -4.18% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,905 | $1,810+5.2% | $2,468-22.8% | $2,381-20.0% |
| Participant deferral / active EE | $5,013 | $2,968+68.9% | $3,686+36.0% | $3,470+44.5% |
| Admin fee / account holder | $2,104 | $5,417-61.2% | $6,521-67.7% | $4,888-57.0% |