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 | $117,466 | $49,280+138.4% | $67,313+74.5% | $64,186+83.0% |
| Participation rate | 89.7% | 60.8%+29.0pp | 69.1%+20.7pp | 69.6%+20.2pp |
| Annual return | -4.26% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $880 | $1,668-47.2% | $2,566-65.7% | $2,381-63.0% |
| Participant deferral / active EE | $3,584 | $2,484+44.3% | $3,568+0.4% | $3,470+3.3% |
| Admin fee / account holder | $6,558 | $3,863+69.8% | $4,507+45.5% | $4,888+34.2% |