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 | $126,086 | $50,958+147.4% | $74,550+69.1% | $64,186+96.4% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -5.10% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,089 | $1,115+356.3% | $1,961+159.5% | $2,381+113.7% |
| Participant deferral / active EE | $4,376 | $2,301+90.1% | $3,108+40.8% | $3,470+26.1% |
| Admin fee / account holder | $5,029 | $4,223+19.1% | $5,060-0.6% | $4,888+2.9% |