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 | $225,799 | $62,586+260.8% | $76,768+194.1% | $64,186+251.8% |
| Participation rate | 75.7% | 72.8%+2.9pp | 77.0%-1.3pp | 69.6%+6.1pp |
| Annual return | -4.10% | -1.95%-2.2pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,928 | $1,832+5.2% | $2,485-22.4% | $2,381-19.0% |
| Participant deferral / active EE | $12,678 | $3,145+303.2% | $3,852+229.2% | $3,470+265.4% |
| Admin fee / account holder | $8,331 | $4,667+78.5% | $6,675+24.8% | $4,888+70.4% |