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 | $107,865 | $62,586+72.3% | $76,768+40.5% | $64,186+68.1% |
| Participation rate | 95.9% | 72.8%+23.1pp | 77.0%+19.0pp | 69.6%+26.4pp |
| Annual return | -5.57% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,550 | $1,832+39.2% | $2,485+2.6% | $2,381+7.1% |
| Participant deferral / active EE | $8,803 | $3,145+179.9% | $3,852+128.5% | $3,470+153.7% |
| Admin fee / account holder | $22,437 | $4,667+380.8% | $6,675+236.1% | $4,888+359.0% |