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 | $152,111 | $56,484+169.3% | $169,463-10.2% | $64,186+137.0% |
| Participation rate | 73.6% | 64.5%+9.0pp | 77.8%-4.2pp | 69.6%+4.0pp |
| Annual return | -3.57% | -1.55%-2.0pp | 1.83%-5.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,148 | $1,832+17.2% | $4,159-48.4% | $2,381-9.8% |
| Participant deferral / active EE | $4,802 | $3,448+39.3% | $5,277-9.0% | $3,470+38.4% |
| Admin fee / account holder | $4,642 | $4,174+11.2% | $9,109-49.0% | $4,888-5.0% |