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 | $80,365 | $53,596+49.9% | $90,645-11.3% | $64,186+25.2% |
| Participation rate | 84.1% | 64.5%+19.5pp | 74.0%+10.0pp | 69.6%+14.5pp |
| Annual return | -6.78% | 4.41%-11.2pp | 1.88%-8.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,744 | $1,503+215.7% | $2,532+87.4% | $2,381+99.3% |
| Participant deferral / active EE | $4,783 | $2,459+94.6% | $3,425+39.7% | $3,470+37.9% |
| Admin fee / account holder | $6,409 | $3,868+65.7% | $4,994+28.3% | $4,888+31.1% |