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 | $90,463 | $72,404+24.9% | $110,238-17.9% | $64,186+40.9% |
| Participation rate | 88.5% | 73.3%+15.1pp | 79.8%+8.6pp | 69.6%+18.9pp |
| Annual return | 1.18% | -6.29%+7.5pp | 314.74%-313.6pp | 7.63%-6.5pp |
| Employer contribution / active EE | $3,846 | $2,282+68.6% | $3,826+0.5% | $2,381+61.5% |
| Participant deferral / active EE | $3,454 | $3,469-0.5% | $4,672-26.1% | $3,470-0.5% |
| Admin fee / account holder | $36,403 | $5,664+542.7% | $8,547+325.9% | $4,888+644.7% |