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 | $147,712 | $50,958+189.9% | $74,550+98.1% | $64,186+130.1% |
| Participation rate | 73.8% | 61.1%+12.8pp | 69.1%+4.7pp | 69.6%+4.2pp |
| Annual return | -5.56% | -1.86%-3.7pp | 32.53%-38.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,580 | $1,115+131.3% | $1,961+31.6% | $2,381+8.4% |
| Participant deferral / active EE | $2,613 | $2,301+13.5% | $3,108-15.9% | $3,470-24.7% |
| Admin fee / account holder | $2,563 | $4,223-39.3% | $5,060-49.3% | $4,888-47.6% |