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 | $93,187 | $69,977+33.2% | $108,579-14.2% | $62,891+48.2% |
| Participation rate | 89.7% | 72.9%+16.8pp | 79.6%+10.1pp | 69.3%+20.3pp |
| Annual return | 4.95% | 10.73%-5.8pp | -51.70%+56.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,459 | $2,135+62.0% | $3,758-8.0% | $2,281+51.6% |
| Participant deferral / active EE | $6,672 | $3,165+110.8% | $4,311+54.8% | $3,203+108.3% |
| Admin fee / account holder | $2,013 | $5,076-60.4% | $7,645-73.7% | $4,296-53.1% |