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 | $115,514 | $61,660+87.3% | $80,019+44.4% | $64,186+80.0% |
| Participation rate | 79.3% | 71.7%+7.7pp | 75.8%+3.5pp | 69.6%+9.8pp |
| Annual return | -7.01% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $544 | $1,810-70.0% | $2,468-78.0% | $2,381-77.2% |
| Participant deferral / active EE | $5,138 | $2,968+73.1% | $3,686+39.4% | $3,470+48.1% |
| Admin fee / account holder | $1,701 | $5,417-68.6% | $6,521-73.9% | $4,888-65.2% |