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 | $72,625 | $53,596+35.5% | $90,645-19.9% | $64,186+13.1% |
| Participation rate | 92.6% | 64.5%+28.1pp | 74.0%+18.6pp | 69.6%+23.0pp |
| Annual return | -4.25% | 4.41%-8.7pp | 1.88%-6.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,603 | $1,503+73.2% | $2,532+2.8% | $2,381+9.3% |
| Participant deferral / active EE | $4,064 | $2,459+65.3% | $3,425+18.7% | $3,470+17.1% |
| Admin fee / account holder | $12,608 | $3,868+226.0% | $4,994+152.5% | $4,888+157.9% |