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 | $120,496 | $49,177+145.0% | $79,464+51.6% | $64,186+87.7% |
| Participation rate | 76.6% | 65.0%+11.6pp | 73.3%+3.2pp | 69.6%+7.0pp |
| Annual return | -0.08% | -1.16%+1.1pp | 718.14%-718.2pp | 7.63%-7.7pp |
| Employer contribution / active EE | $1,826 | $2,076-12.0% | $2,800-34.8% | $2,381-23.3% |
| Participant deferral / active EE | $3,100 | $2,821+9.9% | $3,704-16.3% | $3,470-10.7% |
| Admin fee / account holder | $16,558 | $3,839+331.3% | $5,113+223.8% | $4,888+238.7% |