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 | $145,545 | $61,660+136.0% | $80,019+81.9% | $64,186+126.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.62% | -0.33%-5.3pp | 11.22%-16.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,518 | $1,810-16.1% | $2,468-38.5% | $2,381-36.2% |
| Participant deferral / active EE | $3,424 | $2,968+15.4% | $3,686-7.1% | $3,470-1.3% |
| Admin fee / account holder | $3,396 | $5,417-37.3% | $6,521-47.9% | $4,888-30.5% |