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 | $97,466 | $43,327+125.0% | $59,878+62.8% | $64,186+51.9% |
| Participation rate | 92.4% | 69.2%+23.2pp | 74.7%+17.7pp | 69.6%+22.8pp |
| Annual return | -5.81% | -1.55%-4.3pp | 3.46%-9.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,427 | $2,028+167.6% | $2,722+99.4% | $2,381+128.0% |
| Participant deferral / active EE | $7,705 | $2,546+202.6% | $3,402+126.5% | $3,470+122.1% |
| Admin fee / account holder | $22,502 | $3,005+648.8% | $3,590+526.7% | $4,888+360.4% |