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 | $91,460 | $61,660+48.3% | $80,019+14.3% | $64,186+42.5% |
| Participation rate | 94.6% | 71.7%+22.9pp | 75.8%+18.8pp | 69.6%+25.0pp |
| Annual return | -6.37% | -0.33%-6.0pp | 11.22%-17.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $4,361 | $1,810+140.9% | $2,468+76.7% | $2,381+83.2% |
| Participant deferral / active EE | $5,158 | $2,968+73.8% | $3,686+40.0% | $3,470+48.7% |
| Admin fee / account holder | $7,579 | $5,417+39.9% | $6,521+16.2% | $4,888+55.0% |