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 | $96,478 | $62,586+54.2% | $76,768+25.7% | $64,186+50.3% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | -6.05% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $861 | $1,832-53.0% | $2,485-65.4% | $2,381-63.8% |
| Participant deferral / active EE | $5,739 | $3,145+82.5% | $3,852+49.0% | $3,470+65.4% |
| Admin fee / account holder | $3,053 | $4,667-34.6% | $6,675-54.3% | $4,888-37.5% |