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 | $85,055 | $45,863+85.5% | $77,024+10.4% | $68,494+24.2% |
| Participation rate | 83.9% | 55.9%+28.0pp | 67.9%+16.0pp | 67.9%+16.0pp |
| Annual return | -17.13% | 1.72%-18.9pp | 42.32%-59.4pp | -7.84%-9.3pp |
| Employer contribution / active EE | $4,685 | $1,650+184.0% | $2,812+66.6% | $2,596+80.4% |
| Participant deferral / active EE | $4,505 | $2,962+52.1% | $4,426+1.8% | $4,027+11.9% |
| Admin fee / account holder | $4,324 | $3,041+42.2% | $5,425-20.3% | $5,403-20.0% |