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 | $108,148 | $53,596+101.8% | $90,645+19.3% | $64,186+68.5% |
| Participation rate | 75.9% | 64.5%+11.3pp | 74.0%+1.8pp | 69.6%+6.3pp |
| Annual return | -6.75% | 4.41%-11.2pp | 1.88%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $946 | $1,503-37.1% | $2,532-62.6% | $2,381-60.3% |
| Participant deferral / active EE | $3,697 | $2,459+50.4% | $3,425+8.0% | $3,470+6.6% |
| Admin fee / account holder | $5,178 | $3,868+33.9% | $4,994+3.7% | $4,888+5.9% |