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 | $120,421 | $50,958+136.3% | $74,550+61.5% | $64,186+87.6% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.1%+4.2pp | 69.6%+3.8pp |
| Annual return | -1.54% | -1.86%+0.3pp | 32.53%-34.1pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,872 | $1,115+67.9% | $1,961-4.5% | $2,381-21.4% |
| Participant deferral / active EE | $3,875 | $2,301+68.4% | $3,108+24.7% | $3,470+11.7% |
| Admin fee / account holder | $6,180 | $4,223+46.4% | $5,060+22.1% | $4,888+26.4% |