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 | $126,715 | $62,586+102.5% | $76,768+65.1% | $64,186+97.4% |
| Participation rate | 86.0% | 72.8%+13.2pp | 77.0%+9.1pp | 69.6%+16.5pp |
| Annual return | -5.30% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,415 | $1,832+31.8% | $2,485-2.8% | $2,381+1.4% |
| Participant deferral / active EE | $5,746 | $3,145+82.7% | $3,852+49.2% | $3,470+65.6% |
| Admin fee / account holder | $8,461 | $4,667+81.3% | $6,675+26.8% | $4,888+73.1% |