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 | $153,592 | $77,813+97.4% | $123,544+24.3% | $64,186+139.3% |
| Participation rate | 95.8% | 74.7%+21.1pp | 82.3%+13.5pp | 69.6%+26.3pp |
| Annual return | -4.08% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $5,172 | $3,014+71.6% | $4,628+11.8% | $2,381+117.2% |
| Participant deferral / active EE | $3,723 | $5,240-29.0% | $6,426-42.1% | $3,470+7.3% |
| Admin fee / account holder | $3,275 | $5,519-40.7% | $9,284-64.7% | $4,888-33.0% |