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 | $131,658 | $43,327+203.9% | $59,878+119.9% | $64,186+105.1% |
| Participation rate | 93.1% | 69.2%+23.9pp | 74.7%+18.4pp | 69.6%+23.5pp |
| Annual return | -3.65% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,484 | $2,028+269.0% | $2,722+175.0% | $2,381+214.3% |
| Participant deferral / active EE | $10,125 | $2,546+297.7% | $3,402+197.6% | $3,470+191.8% |
| Admin fee / account holder | $1,903 | $3,005-36.7% | $3,590-47.0% | $4,888-61.1% |