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 9-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 | $145,382 | $61,660+135.8% | $80,019+81.7% | $64,186+126.5% |
| Participation rate | 93.2% | 71.7%+21.5pp | 75.8%+17.4pp | 69.6%+23.6pp |
| Annual return | -5.34% | -0.33%-5.0pp | 11.22%-16.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,531 | $1,810-15.4% | $2,468-38.0% | $2,381-35.7% |
| Participant deferral / active EE | $5,715 | $2,968+92.6% | $3,686+55.1% | $3,470+64.7% |
| Admin fee / account holder | $6,540 | $5,417+20.7% | $6,521+0.3% | $4,888+33.8% |