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 | $225,709 | $52,836+327.2% | $105,738+113.5% | $64,186+251.7% |
| Participation rate | 92.0% | 66.5%+25.5pp | 76.3%+15.7pp | 69.6%+22.4pp |
| Annual return | -5.52% | 14.30%-19.8pp | 6.27%-11.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $5,238 | $1,827+186.7% | $3,268+60.3% | $2,381+120.0% |
| Participant deferral / active EE | $9,083 | $2,545+256.8% | $4,080+122.6% | $3,470+161.8% |
| Admin fee / account holder | $5,140 | $3,959+29.8% | $6,913-25.6% | $4,888+5.2% |