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 | $86,022 | $50,958+68.8% | $74,550+15.4% | $64,186+34.0% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.1%+27.0pp | 69.6%+26.6pp |
| Annual return | -4.25% | -1.86%-2.4pp | 32.53%-36.8pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,927 | $1,115+162.4% | $1,961+49.3% | $2,381+22.9% |
| Participant deferral / active EE | $4,773 | $2,301+107.4% | $3,108+53.6% | $3,470+37.6% |
| Admin fee / account holder | $73,343 | $4,223+1636.9% | $5,060+1349.6% | $4,888+1400.5% |