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 | $141,980 | $61,660+130.3% | $80,019+77.4% | $64,186+121.2% |
| Participation rate | 88.6% | 71.7%+16.9pp | 75.8%+12.7pp | 69.6%+19.0pp |
| Annual return | -2.70% | -0.33%-2.4pp | 11.22%-13.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,717 | $1,810+50.1% | $2,468+10.1% | $2,381+14.1% |
| Participant deferral / active EE | $8,050 | $2,968+171.3% | $3,686+118.4% | $3,470+132.0% |
| Admin fee / account holder | $6,201 | $5,417+14.5% | $6,521-4.9% | $4,888+26.9% |