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 | $90,134 | $61,660+46.2% | $80,019+12.6% | $64,186+40.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.16% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,122 | $1,810-38.0% | $2,468-54.5% | $2,381-52.9% |
| Participant deferral / active EE | $5,522 | $2,968+86.1% | $3,686+49.8% | $3,470+59.2% |
| Admin fee / account holder | $11,760 | $5,417+117.1% | $6,521+80.3% | $4,888+140.6% |