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 | $100,549 | $58,577+71.7% | $83,333+20.7% | $64,186+56.7% |
| Participation rate | 80.3% | 72.0%+8.3pp | 77.8%+2.6pp | 69.6%+10.8pp |
| Annual return | -5.42% | 9.65%-15.1pp | 10.63%-16.1pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,912 | $2,098+38.8% | $3,379-13.8% | $2,381+22.3% |
| Participant deferral / active EE | $7,888 | $4,654+69.5% | $5,565+41.7% | $3,470+127.3% |
| Admin fee / account holder | $7,173 | $9,275-22.7% | $7,510-4.5% | $4,888+46.7% |