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 | $116,763 | $49,177+137.4% | $79,464+46.9% | $64,186+81.9% |
| Participation rate | 80.5% | 65.0%+15.5pp | 73.3%+7.1pp | 69.6%+10.9pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $406 | $2,076-80.4% | $2,800-85.5% | $2,381-82.9% |
| Participant deferral / active EE | $4,080 | $2,821+44.6% | $3,704+10.2% | $3,470+17.6% |
| Admin fee / account holder | $3,714 | $3,839-3.3% | $5,113-27.4% | $4,888-24.0% |