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 | $86,134 | $62,586+37.6% | $76,768+12.2% | $64,186+34.2% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | -7.04% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,434 | $1,832+32.9% | $2,485-2.1% | $2,381+2.2% |
| Participant deferral / active EE | $4,337 | $3,145+37.9% | $3,852+12.6% | $3,470+25.0% |
| Admin fee / account holder | $1,117 | $4,667-76.1% | $6,675-83.3% | $4,888-77.2% |