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 | $138,421 | $76,401+81.2% | $106,387+30.1% | $64,186+115.7% |
| Participation rate | 76.5% | 73.5%+2.9pp | 77.5%-1.0pp | 69.6%+6.9pp |
| Annual return | -4.54% | -2.19%-2.4pp | 0.25%-4.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,704 | $2,680+0.9% | $3,520-23.2% | $2,381+13.6% |
| Participant deferral / active EE | $8,816 | $4,274+106.3% | $5,421+62.6% | $3,470+154.1% |
| Admin fee / account holder | $11,602 | $4,610+151.7% | $7,510+54.5% | $4,888+137.4% |