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 | $123,720 | $58,577+111.2% | $83,333+48.5% | $64,186+92.8% |
| Participation rate | 77.1% | 72.0%+5.1pp | 77.8%-0.6pp | 69.6%+7.6pp |
| Annual return | -6.40% | 9.65%-16.0pp | 10.63%-17.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,572 | $2,098+70.2% | $3,379+5.7% | $2,381+50.0% |
| Participant deferral / active EE | $5,668 | $4,654+21.8% | $5,565+1.8% | $3,470+63.4% |
| Admin fee / account holder | $11,876 | $9,275+28.0% | $7,510+58.1% | $4,888+143.0% |