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 | $92,929 | $62,586+48.5% | $76,768+21.1% | $64,186+44.8% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -0.30% | -1.95%+1.6pp | 2.43%-2.7pp | 7.63%-7.9pp |
| Employer contribution / active EE | $3,776 | $1,832+106.1% | $2,485+52.0% | $2,381+58.6% |
| Participant deferral / active EE | $5,423 | $3,145+72.5% | $3,852+40.8% | $3,470+56.3% |
| Admin fee / account holder | $2,595 | $4,667-44.4% | $6,675-61.1% | $4,888-46.9% |