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 | $202,481 | $62,586+223.5% | $76,768+163.8% | $64,186+215.5% |
| Participation rate | 88.9% | 72.8%+16.1pp | 77.0%+11.9pp | 69.6%+19.3pp |
| Annual return | -4.19% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,776 | $1,832+51.5% | $2,485+11.7% | $2,381+16.6% |
| Participant deferral / active EE | $5,533 | $3,145+75.9% | $3,852+43.6% | $3,470+59.5% |
| Admin fee / account holder | $10,735 | $4,667+130.0% | $6,675+60.8% | $4,888+119.6% |