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 | $242,977 | $62,586+288.2% | $76,768+216.5% | $64,186+278.6% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | 3.85% | -1.95%+5.8pp | 2.43%+1.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $2,911 | $1,832+58.9% | $2,485+17.1% | $2,381+22.3% |
| Participant deferral / active EE | $6,358 | $3,145+102.2% | $3,852+65.1% | $3,470+83.3% |
| Admin fee / account holder | $5,997 | $4,667+28.5% | $6,675-10.2% | $4,888+22.7% |