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 | $107,211 | $43,483+146.6% | $54,726+95.9% | $64,186+67.0% |
| Participation rate | 97.1% | 72.2%+24.9pp | 79.1%+18.0pp | 69.6%+27.5pp |
| Annual return | -5.99% | -1.03%-5.0pp | -4.56%-1.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $3,018 | $2,632+14.7% | $3,449-12.5% | $2,381+26.8% |
| Participant deferral / active EE | $10,016 | $3,102+222.9% | $3,953+153.4% | $3,470+188.7% |
| Admin fee / account holder | $19,656 | $4,250+362.5% | $3,818+414.9% | $4,888+302.1% |