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 | $67,712 | $62,586+8.2% | $76,768-11.8% | $64,186+5.5% |
| Participation rate | 98.6% | 72.8%+25.8pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -5.14% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,684 | $1,832+46.5% | $2,485+8.0% | $2,381+12.7% |
| Participant deferral / active EE | $4,484 | $3,145+42.6% | $3,852+16.4% | $3,470+29.2% |
| Admin fee / account holder | $7,458 | $4,667+59.8% | $6,675+11.7% | $4,888+52.6% |