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 | $175,716 | $62,586+180.8% | $76,768+128.9% | $64,186+173.8% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -5.45% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,407 | $1,832-23.2% | $2,485-43.4% | $2,381-40.9% |
| Participant deferral / active EE | $7,155 | $3,145+127.5% | $3,852+85.8% | $3,470+106.2% |
| Admin fee / account holder | $1,663 | $4,667-64.4% | $6,675-75.1% | $4,888-66.0% |