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 | $121,379 | $50,958+138.2% | $74,550+62.8% | $64,186+89.1% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.1%+16.2pp | 69.6%+15.7pp |
| Annual return | -5.86% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,237 | $1,115+279.9% | $1,961+116.0% | $2,381+77.9% |
| Participant deferral / active EE | $5,082 | $2,301+120.8% | $3,108+63.5% | $3,470+46.5% |
| Admin fee / account holder | $7,575 | $4,223+79.4% | $5,060+49.7% | $4,888+55.0% |