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 | $145,411 | $62,586+132.3% | $76,768+89.4% | $64,186+126.5% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.6pp | 69.6%+21.0pp |
| Annual return | -6.34% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,335 | $1,832+136.6% | $2,485+74.4% | $2,381+82.1% |
| Participant deferral / active EE | $8,716 | $3,145+177.2% | $3,852+126.3% | $3,470+151.2% |
| Admin fee / account holder | $8,651 | $4,667+85.4% | $6,675+29.6% | $4,888+77.0% |