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 | $90,025 | $59,186+52.1% | $76,768+17.3% | $56,287+59.9% |
| Participation rate | 96.2% | 75.2%+21.0pp | 77.0%+19.3pp | 69.9%+26.4pp |
| Annual return | -6.56% | 6.62%-13.2pp | 2.43%-9.0pp | -9.96%+3.4pp |
| Employer contribution / active EE | $2,376 | $1,759+35.1% | $2,485-4.4% | $2,111+12.6% |
| Participant deferral / active EE | $5,073 | $3,255+55.9% | $3,852+31.7% | $3,350+51.5% |
| Admin fee / account holder | $8,919 | $489+1723.6% | $6,675+33.6% | $521+1612.1% |