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 | $121,414 | $43,327+180.2% | $59,878+102.8% | $64,186+89.2% |
| Participation rate | 95.6% | 69.2%+26.4pp | 74.7%+20.9pp | 69.6%+26.0pp |
| Annual return | -5.47% | -1.55%-3.9pp | 3.46%-8.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,709 | $2,028+33.6% | $2,722-0.5% | $2,381+13.8% |
| Participant deferral / active EE | $3,520 | $2,546+38.3% | $3,402+3.5% | $3,470+1.5% |
| Admin fee / account holder | $30,180 | $3,005+904.3% | $3,590+740.6% | $4,888+517.4% |