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 | $85,071 | $43,327+96.3% | $59,878+42.1% | $64,186+32.5% |
| Participation rate | 92.5% | 69.2%+23.3pp | 74.7%+17.8pp | 69.6%+22.9pp |
| Annual return | -0.48% | -1.55%+1.1pp | 3.46%-3.9pp | 7.63%-8.1pp |
| Employer contribution / active EE | $8,416 | $2,028+314.9% | $2,722+209.2% | $2,381+253.5% |
| Participant deferral / active EE | $4,911 | $2,546+92.9% | $3,402+44.4% | $3,470+41.6% |
| Admin fee / account holder | $2,072 | $3,005-31.1% | $3,590-42.3% | $4,888-57.6% |