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 | $110,771 | $49,280+124.8% | $67,313+64.6% | $64,186+72.6% |
| Participation rate | 97.5% | 60.8%+36.7pp | 69.1%+28.4pp | 69.6%+27.9pp |
| Annual return | -4.98% | -1.39%-3.6pp | -4.08%-0.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $4,940 | $1,668+196.1% | $2,566+92.5% | $2,381+107.5% |
| Participant deferral / active EE | $3,512 | $2,484+41.4% | $3,568-1.6% | $3,470+1.2% |
| Admin fee / account holder | $47,117 | $3,863+1119.8% | $4,507+945.5% | $4,888+863.9% |