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 | $144,500 | $62,586+130.9% | $76,768+88.2% | $64,186+125.1% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -4.60% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,387 | $1,832-24.3% | $2,485-44.2% | $2,381-41.7% |
| Participant deferral / active EE | $3,000 | $3,145-4.6% | $3,852-22.1% | $3,470-13.5% |
| Admin fee / account holder | $1,077 | $4,667-76.9% | $6,675-83.9% | $4,888-78.0% |