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 | $96,450 | $32,117+200.3% | $71,086+35.7% | $64,186+50.3% |
| Participation rate | 95.5% | 42.7%+52.8pp | 54.7%+40.9pp | 69.6%+26.0pp |
| Annual return | -3.91% | -5.57%+1.7pp | 650.59%-654.5pp | 7.63%-11.5pp |
| Employer contribution / active EE | $626 | $712-12.0% | $1,088-42.4% | $2,381-73.7% |
| Participant deferral / active EE | $7,252 | $1,263+474.2% | $1,874+286.9% | $3,470+109.0% |
| Admin fee / account holder | $3,004 | $2,759+8.9% | $3,082-2.6% | $4,888-38.6% |