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 | $154,933 | $58,577+164.5% | $83,333+85.9% | $64,186+141.4% |
| Participation rate | 88.5% | 72.0%+16.4pp | 77.8%+10.7pp | 69.6%+18.9pp |
| Annual return | -5.83% | 9.65%-15.5pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,047 | $2,098+92.9% | $3,379+19.8% | $2,381+70.0% |
| Participant deferral / active EE | $7,637 | $4,654+64.1% | $5,565+37.2% | $3,470+120.1% |
| Admin fee / account holder | $4,927 | $9,275-46.9% | $7,510-34.4% | $4,888+0.8% |