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 | $189,851 | $76,401+148.5% | $106,387+78.5% | $64,186+195.8% |
| Participation rate | 91.7% | 73.5%+18.1pp | 77.5%+14.2pp | 69.6%+22.1pp |
| Annual return | -4.57% | -2.19%-2.4pp | 0.25%-4.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,696 | $2,680+75.2% | $3,520+33.4% | $2,381+97.2% |
| Participant deferral / active EE | $4,077 | $4,274-4.6% | $5,421-24.8% | $3,470+17.5% |
| Admin fee / account holder | $38,703 | $4,610+739.5% | $7,510+415.4% | $4,888+691.8% |