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 | $124,026 | $53,596+131.4% | $90,645+36.8% | $64,186+93.2% |
| Participation rate | 81.5% | 64.5%+17.0pp | 74.0%+7.5pp | 69.6%+11.9pp |
| Annual return | -7.54% | 4.41%-12.0pp | 1.88%-9.4pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,027 | $1,503+34.9% | $2,532-19.9% | $2,381-14.8% |
| Participant deferral / active EE | $4,652 | $2,459+89.2% | $3,425+35.9% | $3,470+34.1% |
| Admin fee / account holder | $16,036 | $3,868+314.6% | $4,994+221.1% | $4,888+228.1% |