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 | $185,675 | $72,404+156.4% | $110,238+68.4% | $64,186+189.3% |
| Participation rate | 76.9% | 73.3%+3.6pp | 79.8%-2.9pp | 69.6%+7.4pp |
| Annual return | -4.99% | -6.29%+1.3pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,807 | $2,282+23.0% | $3,826-26.6% | $2,381+17.9% |
| Participant deferral / active EE | $9,337 | $3,469+169.1% | $4,672+99.9% | $3,470+169.1% |
| Admin fee / account holder | $5,278 | $5,664-6.8% | $8,547-38.2% | $4,888+8.0% |