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 | $81,251 | $49,177+65.2% | $79,464+2.2% | $64,186+26.6% |
| Participation rate | 87.8% | 65.0%+22.7pp | 73.3%+14.4pp | 69.6%+18.2pp |
| Annual return | -0.82% | -1.16%+0.3pp | 718.14%-719.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,079 | $2,076+48.3% | $2,800+9.9% | $2,381+29.3% |
| Participant deferral / active EE | $4,153 | $2,821+47.2% | $3,704+12.1% | $3,470+19.7% |
| Admin fee / account holder | $6,579 | $3,839+71.4% | $5,113+28.7% | $4,888+34.6% |