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 | $98,176 | $61,660+59.2% | $80,019+22.7% | $64,186+53.0% |
| Participation rate | 95.3% | 71.7%+23.7pp | 75.8%+19.5pp | 69.6%+25.8pp |
| Annual return | -5.39% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,862 | $1,810+2.8% | $2,468-24.6% | $2,381-21.8% |
| Participant deferral / active EE | $14,147 | $2,968+376.7% | $3,686+283.8% | $3,470+307.8% |
| Admin fee / account holder | $9,351 | $5,417+72.6% | $6,521+43.4% | $4,888+91.3% |