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 | $55,363 | $52,836+4.8% | $105,738-47.6% | $64,186-13.7% |
| Participation rate | 78.4% | 66.5%+11.8pp | 76.3%+2.0pp | 69.6%+8.8pp |
| Annual return | -3.91% | 14.30%-18.2pp | 6.27%-10.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,760 | $1,827+51.1% | $3,268-15.6% | $2,381+15.9% |
| Participant deferral / active EE | $5,830 | $2,545+129.0% | $4,080+42.9% | $3,470+68.0% |
| Admin fee / account holder | $667 | $3,959-83.2% | $6,913-90.4% | $4,888-86.4% |