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 | $135,165 | $62,586+116.0% | $76,768+76.1% | $64,186+110.6% |
| Participation rate | 84.2% | 72.8%+11.4pp | 77.0%+7.2pp | 69.6%+14.6pp |
| Annual return | 7.75% | -1.95%+9.7pp | 2.43%+5.3pp | 7.63%+0.1pp |
| Employer contribution / active EE | $1,908 | $1,832+4.1% | $2,485-23.2% | $2,381-19.9% |
| Participant deferral / active EE | $5,188 | $3,145+65.0% | $3,852+34.7% | $3,470+49.5% |
| Admin fee / account holder | $9,344 | $4,667+100.2% | $6,675+40.0% | $4,888+91.2% |