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 | $80,609 | $57,354+40.5% | $83,848-3.9% | $64,186+25.6% |
| Participation rate | 96.2% | 68.6%+27.5pp | 76.1%+20.0pp | 69.6%+26.6pp |
| Annual return | -5.36% | 11.38%-16.7pp | 850.88%-856.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,247 | $2,545-51.0% | $3,631-65.7% | $2,381-47.6% |
| Participant deferral / active EE | $3,551 | $2,993+18.6% | $4,082-13.0% | $3,470+2.3% |
| Admin fee / account holder | $1,114 | $4,046-72.5% | $5,478-79.7% | $4,888-77.2% |