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 | $90,820 | $56,484+60.8% | $169,463-46.4% | $64,186+41.5% |
| Participation rate | 85.7% | 64.5%+21.2pp | 77.8%+7.9pp | 69.6%+16.1pp |
| Annual return | -5.34% | -1.55%-3.8pp | 1.83%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,563 | $1,832+39.9% | $4,159-38.4% | $2,381+7.7% |
| Participant deferral / active EE | $6,009 | $3,448+74.3% | $5,277+13.9% | $3,470+73.2% |
| Admin fee / account holder | $3,605 | $4,174-13.6% | $9,109-60.4% | $4,888-26.2% |