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 | $126,313 | $56,484+123.6% | $169,463-25.5% | $64,186+96.8% |
| Participation rate | 82.4% | 64.5%+17.8pp | 77.8%+4.6pp | 69.6%+12.8pp |
| Annual return | -5.61% | -1.55%-4.1pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,208 | $1,832-34.1% | $4,159-71.0% | $2,381-49.3% |
| Participant deferral / active EE | $4,255 | $3,448+23.4% | $5,277-19.4% | $3,470+22.6% |
| Admin fee / account holder | $13,069 | $4,174+213.1% | $9,109+43.5% | $4,888+167.4% |