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 | $92,258 | $43,483+112.2% | $54,726+68.6% | $64,186+43.7% |
| Participation rate | 96.8% | 72.2%+24.6pp | 79.1%+17.7pp | 69.6%+27.2pp |
| Annual return | -5.84% | -1.03%-4.8pp | -4.56%-1.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,151 | $2,632+57.7% | $3,449+20.3% | $2,381+74.3% |
| Participant deferral / active EE | $9,286 | $3,102+199.4% | $3,953+134.9% | $3,470+167.6% |
| Admin fee / account holder | $9,208 | $4,250+116.7% | $3,818+141.2% | $4,888+88.4% |