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 | $85,596 | $61,660+38.8% | $80,019+7.0% | $64,186+33.4% |
| Participation rate | 90.0% | 71.7%+18.3pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | -6.52% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,150 | $1,810+18.8% | $2,468-12.9% | $2,381-9.7% |
| Participant deferral / active EE | $3,156 | $2,968+6.3% | $3,686-14.4% | $3,470-9.0% |
| Admin fee / account holder | $11,949 | $5,417+120.6% | $6,521+83.3% | $4,888+144.5% |