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 8-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 | $103,956 | $62,586+66.1% | $76,768+35.4% | $64,186+62.0% |
| Participation rate | 88.8% | 72.8%+15.9pp | 77.0%+11.8pp | 69.6%+19.2pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $2,120 | $1,832+15.7% | $2,485-14.7% | $2,381-11.0% |
| Participant deferral / active EE | $8,942 | $3,145+184.4% | $3,852+132.2% | $3,470+157.7% |
| Admin fee / account holder | $1,318 | $4,667-71.8% | $6,675-80.2% | $4,888-73.0% |