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 | $244,678 | $62,586+290.9% | $76,768+218.7% | $64,186+281.2% |
| Participation rate | 71.1% | 72.8%-1.8pp | 77.0%-5.9pp | 69.6%+1.5pp |
| Annual return | -4.21% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,907 | $1,832+4.1% | $2,485-23.3% | $2,381-19.9% |
| Participant deferral / active EE | $5,469 | $3,145+73.9% | $3,852+42.0% | $3,470+57.6% |
| Admin fee / account holder | $3,500 | $4,667-25.0% | $6,675-47.6% | $4,888-28.4% |