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 | $79,628 | $62,586+27.2% | $76,768+3.7% | $64,186+24.1% |
| Participation rate | 91.8% | 72.8%+19.0pp | 77.0%+14.8pp | 69.6%+22.2pp |
| Annual return | -2.81% | -1.95%-0.9pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,655 | $1,832+44.9% | $2,485+6.8% | $2,381+11.5% |
| Participant deferral / active EE | $4,014 | $3,145+27.7% | $3,852+4.2% | $3,470+15.7% |
| Admin fee / account holder | $14,398 | $4,667+208.5% | $6,675+115.7% | $4,888+194.6% |