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 | $142,571 | $62,586+127.8% | $76,768+85.7% | $64,186+122.1% |
| Participation rate | 74.1% | 72.8%+1.3pp | 77.0%-2.9pp | 69.6%+4.5pp |
| Annual return | -3.56% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,270 | $1,832+78.5% | $2,485+31.6% | $2,381+37.4% |
| Participant deferral / active EE | $7,184 | $3,145+128.4% | $3,852+86.5% | $3,470+107.1% |
| Admin fee / account holder | $5,663 | $4,667+21.3% | $6,675-15.2% | $4,888+15.9% |