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 | $82,640 | $54,726+51.0% | $68,793+20.1% | $64,186+28.8% |
| Participation rate | 98.1% | 68.0%+30.0pp | 72.2%+25.8pp | 69.6%+28.5pp |
| Annual return | -5.42% | -1.62%-3.8pp | -4.63%-0.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,038 | $1,846+172.9% | $2,625+91.9% | $2,381+111.6% |
| Participant deferral / active EE | $4,720 | $2,626+79.7% | $3,311+42.5% | $3,470+36.0% |
| Admin fee / account holder | $5,039 | $4,027+25.1% | $5,131-1.8% | $4,888+3.1% |