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 | $224,437 | $56,484+297.3% | $169,463+32.4% | $64,186+249.7% |
| Participation rate | 96.7% | 64.5%+32.1pp | 77.8%+18.9pp | 69.6%+27.1pp |
| Annual return | -4.87% | -1.55%-3.3pp | 1.83%-6.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,637 | $1,832+98.5% | $4,159-12.5% | $2,381+52.8% |
| Participant deferral / active EE | $8,886 | $3,448+157.7% | $5,277+68.4% | $3,470+156.1% |
| Admin fee / account holder | $5,541 | $4,174+32.8% | $9,109-39.2% | $4,888+13.4% |