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 | $115,377 | $62,586+84.3% | $76,768+50.3% | $64,186+79.8% |
| Participation rate | 95.5% | 72.8%+22.6pp | 77.0%+18.5pp | 69.6%+25.9pp |
| Annual return | -4.78% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,162 | $1,832+18.0% | $2,485-13.0% | $2,381-9.2% |
| Participant deferral / active EE | $3,526 | $3,145+12.1% | $3,852-8.5% | $3,470+1.6% |
| Admin fee / account holder | $5,190 | $4,667+11.2% | $6,675-22.2% | $4,888+6.2% |