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 | $226,399 | $62,586+261.7% | $76,768+194.9% | $64,186+252.7% |
| Participation rate | 78.4% | 72.8%+5.6pp | 77.0%+1.5pp | 69.6%+8.9pp |
| Annual return | -5.98% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,732 | $1,832+103.7% | $2,485+50.2% | $2,381+56.7% |
| Participant deferral / active EE | $8,139 | $3,145+158.8% | $3,852+111.3% | $3,470+134.6% |
| Admin fee / account holder | $10,910 | $4,667+133.8% | $6,675+63.4% | $4,888+123.2% |