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 | $189,282 | $82,286+130.0% | $68,791+175.2% | $134,475+40.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | 5.35% | -2.19%+7.5pp | -6.38%+11.7pp | 417.96%-412.6pp |
| Employer contribution / active EE | $2,203 | $3,301-33.2% | $2,655-17.0% | $4,740-53.5% |
| Participant deferral / active EE | $4,249 | $4,739-10.3% | $3,941+7.8% | $6,400-33.6% |
| Admin fee / account holder | $550 | $6,481-91.5% | $4,932-88.8% | $11,426-95.2% |