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 | $94,743 | $43,327+118.7% | $59,878+58.2% | $64,186+47.6% |
| Participation rate | 92.2% | 69.2%+23.0pp | 74.7%+17.5pp | 69.6%+22.6pp |
| Annual return | -0.95% | -1.55%+0.6pp | 3.46%-4.4pp | 7.63%-8.6pp |
| Employer contribution / active EE | $6,550 | $2,028+222.9% | $2,722+140.7% | $2,381+175.1% |
| Participant deferral / active EE | $7,825 | $2,546+207.4% | $3,402+130.0% | $3,470+125.5% |
| Admin fee / account holder | $6,179 | $3,005+105.6% | $3,590+72.1% | $4,888+26.4% |