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 | $81,250 | $53,596+51.6% | $90,645-10.4% | $64,186+26.6% |
| Participation rate | 92.6% | 64.5%+28.1pp | 74.0%+18.6pp | 69.6%+23.0pp |
| Annual return | -4.01% | 4.41%-8.4pp | 1.88%-5.9pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,893 | $1,503+25.9% | $2,532-25.2% | $2,381-20.5% |
| Participant deferral / active EE | $4,966 | $2,459+102.0% | $3,425+45.0% | $3,470+43.1% |
| Admin fee / account holder | $7,844 | $3,868+102.8% | $4,994+57.1% | $4,888+60.5% |