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 | $105,983 | $62,586+69.3% | $76,768+38.1% | $64,186+65.1% |
| Participation rate | 90.2% | 72.8%+17.4pp | 77.0%+13.3pp | 69.6%+20.7pp |
| Annual return | -4.68% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $626 | $1,832-65.8% | $2,485-74.8% | $2,381-73.7% |
| Participant deferral / active EE | $4,598 | $3,145+46.2% | $3,852+19.4% | $3,470+32.5% |
| Admin fee / account holder | $7,332 | $4,667+57.1% | $6,675+9.8% | $4,888+50.0% |