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 | $84,399 | $42,383+99.1% | $76,523+10.3% | $64,186+31.5% |
| Participation rate | 87.2% | 58.1%+29.0pp | 68.0%+19.2pp | 69.6%+17.6pp |
| Annual return | -7.16% | -16.54%+9.4pp | -0.27%-6.9pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,985 | $1,563+90.9% | $2,647+12.7% | $2,381+25.4% |
| Participant deferral / active EE | $7,197 | $2,566+180.4% | $3,835+87.6% | $3,470+107.4% |
| Admin fee / account holder | $1,489 | $3,198-53.4% | $4,848-69.3% | $4,888-69.5% |