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 | $124,063 | $52,836+134.8% | $105,738+17.3% | $64,186+93.3% |
| Participation rate | 91.5% | 66.5%+24.9pp | 76.3%+15.2pp | 69.6%+21.9pp |
| Annual return | -5.00% | 14.30%-19.3pp | 6.27%-11.3pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,668 | $1,827+265.0% | $3,268+104.0% | $2,381+180.1% |
| Participant deferral / active EE | $5,858 | $2,545+130.1% | $4,080+43.6% | $3,470+68.8% |
| Admin fee / account holder | $26,845 | $3,959+578.2% | $6,913+288.3% | $4,888+449.2% |