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 | $185,195 | $43,327+327.4% | $59,878+209.3% | $64,186+188.5% |
| Participation rate | 87.5% | 69.2%+18.3pp | 74.7%+12.8pp | 69.6%+17.9pp |
| Annual return | 3.70% | -1.55%+5.2pp | 3.46%+0.2pp | 7.63%-3.9pp |
| Employer contribution / active EE | $3,043 | $2,028+50.0% | $2,722+11.8% | $2,381+27.8% |
| Participant deferral / active EE | $4,718 | $2,546+85.3% | $3,402+38.7% | $3,470+36.0% |
| Admin fee / account holder | $2,215 | $3,005-26.3% | $3,590-38.3% | $4,888-54.7% |