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 | $152,844 | $54,726+179.3% | $68,793+122.2% | $64,186+138.1% |
| Participation rate | 90.6% | 68.0%+22.6pp | 72.2%+18.4pp | 69.6%+21.1pp |
| Annual return | -6.42% | -1.62%-4.8pp | -4.63%-1.8pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,459 | $1,846+33.2% | $2,625-6.3% | $2,381+3.3% |
| Participant deferral / active EE | $4,586 | $2,626+74.6% | $3,311+38.5% | $3,470+32.2% |
| Admin fee / account holder | $4,392 | $4,027+9.1% | $5,131-14.4% | $4,888-10.2% |