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 | $75,962 | $53,596+41.7% | $90,645-16.2% | $64,186+18.3% |
| Participation rate | 92.6% | 64.5%+28.1pp | 74.0%+18.6pp | 69.6%+23.0pp |
| Annual return | -7.14% | 4.41%-11.6pp | 1.88%-9.0pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,137 | $1,503+175.2% | $2,532+63.4% | $2,381+73.7% |
| Participant deferral / active EE | $3,369 | $2,459+37.0% | $3,425-1.6% | $3,470-2.9% |
| Admin fee / account holder | $3,051 | $3,868-21.1% | $4,994-38.9% | $4,888-37.6% |