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 | $147,063 | $77,813+89.0% | $123,544+19.0% | $64,186+129.1% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -2.52% | 12.48%-15.0pp | 119.20%-121.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,849 | $3,014-38.7% | $4,628-60.0% | $2,381-22.3% |
| Participant deferral / active EE | $5,639 | $5,240+7.6% | $6,426-12.2% | $3,470+62.5% |
| Admin fee / account holder | $4,517 | $5,519-18.1% | $9,284-51.3% | $4,888-7.6% |