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 | $197,795 | $61,660+220.8% | $80,019+147.2% | $64,186+208.2% |
| Participation rate | 96.9% | 71.7%+25.2pp | 75.8%+21.0pp | 69.6%+27.3pp |
| Annual return | -4.63% | -0.33%-4.3pp | 11.22%-15.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,747 | $1,810-3.5% | $2,468-29.2% | $2,381-26.6% |
| Participant deferral / active EE | $6,485 | $2,968+118.5% | $3,686+76.0% | $3,470+86.9% |
| Admin fee / account holder | $14,682 | $5,417+171.0% | $6,521+125.2% | $4,888+200.4% |