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 | $109,951 | $61,660+78.3% | $80,019+37.4% | $64,186+71.3% |
| Participation rate | 97.6% | 71.7%+25.9pp | 75.8%+21.7pp | 69.6%+28.0pp |
| Annual return | -5.97% | -0.33%-5.6pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $9,718 | $1,810+436.8% | $2,468+293.8% | $2,381+308.2% |
| Participant deferral / active EE | $12,133 | $2,968+308.9% | $3,686+229.2% | $3,470+249.7% |
| Admin fee / account holder | $6,190 | $5,417+14.3% | $6,521-5.1% | $4,888+26.6% |