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 | $105,637 | $61,660+71.3% | $80,019+32.0% | $64,186+64.6% |
| Participation rate | 84.8% | 71.7%+13.2pp | 75.8%+9.0pp | 69.6%+15.3pp |
| Annual return | -1.21% | -0.33%-0.9pp | 11.22%-12.4pp | 7.63%-8.8pp |
| Employer contribution / active EE | $2,159 | $1,810+19.3% | $2,468-12.5% | $2,381-9.3% |
| Participant deferral / active EE | $5,241 | $2,968+76.6% | $3,686+42.2% | $3,470+51.1% |
| Admin fee / account holder | $62,102 | $5,417+1046.4% | $6,521+852.4% | $4,888+1170.5% |