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 | $127,684 | $62,586+104.0% | $76,768+66.3% | $64,186+98.9% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -5.42% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $6,381 | $1,832+248.3% | $2,485+156.8% | $2,381+168.0% |
| Participant deferral / active EE | $1,826 | $3,145-41.9% | $3,852-52.6% | $3,470-47.4% |
| Admin fee / account holder | $832 | $4,667-82.2% | $6,675-87.5% | $4,888-83.0% |