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 | $85,854 | $62,586+37.2% | $76,768+11.8% | $64,186+33.8% |
| Participation rate | 95.0% | 72.8%+22.2pp | 77.0%+18.0pp | 69.6%+25.4pp |
| Annual return | -7.10% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,606 | $1,832+42.2% | $2,485+4.8% | $2,381+9.4% |
| Participant deferral / active EE | $9,320 | $3,145+196.4% | $3,852+142.0% | $3,470+168.6% |
| Admin fee / account holder | $3,411 | $4,667-26.9% | $6,675-48.9% | $4,888-30.2% |