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 | $156,908 | $43,327+262.2% | $59,878+162.0% | $64,186+144.5% |
| Participation rate | 97.1% | 69.2%+28.0pp | 74.7%+22.4pp | 69.6%+27.6pp |
| Annual return | -5.96% | -1.55%-4.4pp | 3.46%-9.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,683 | $2,028+32.3% | $2,722-1.4% | $2,381+12.7% |
| Participant deferral / active EE | $8,788 | $2,546+245.2% | $3,402+158.3% | $3,470+153.3% |
| Admin fee / account holder | $5,930 | $3,005+97.3% | $3,590+65.2% | $4,888+21.3% |