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 | $148,988 | $61,660+141.6% | $80,019+86.2% | $64,186+132.1% |
| Participation rate | 77.3% | 71.7%+5.6pp | 75.8%+1.5pp | 69.6%+7.8pp |
| Annual return | 3.42% | -0.33%+3.8pp | 11.22%-7.8pp | 7.63%-4.2pp |
| Employer contribution / active EE | $1,354 | $1,810-25.2% | $2,468-45.1% | $2,381-43.1% |
| Participant deferral / active EE | $4,156 | $2,968+40.0% | $3,686+12.8% | $3,470+19.8% |
| Admin fee / account holder | $2,208 | $5,417-59.2% | $6,521-66.1% | $4,888-54.8% |