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 | $82,545 | $43,327+90.5% | $59,878+37.9% | $64,186+28.6% |
| Participation rate | 90.1% | 69.2%+21.0pp | 74.7%+15.4pp | 69.6%+20.6pp |
| Annual return | -4.95% | -1.55%-3.4pp | 3.46%-8.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,721 | $2,028+34.2% | $2,7220% | $2,381+14.3% |
| Participant deferral / active EE | $6,499 | $2,546+155.3% | $3,402+91.0% | $3,470+87.3% |
| Admin fee / account holder | $4,457 | $3,005+48.3% | $3,590+24.1% | $4,888-8.8% |