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 | $111,213 | $58,577+89.9% | $83,333+33.5% | $64,186+73.3% |
| Participation rate | 75.7% | 72.0%+3.6pp | 77.8%-2.1pp | 69.6%+6.1pp |
| Annual return | -1.53% | 9.65%-11.2pp | 10.63%-12.2pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,957 | $2,098-6.7% | $3,379-42.1% | $2,381-17.8% |
| Participant deferral / active EE | $8,696 | $4,654+86.8% | $5,565+56.3% | $3,470+150.6% |
| Admin fee / account holder | $39,033 | $9,275+320.8% | $7,510+419.7% | $4,888+698.5% |