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 | $128,897 | $62,586+106.0% | $76,768+67.9% | $64,186+100.8% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -6.57% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,559 | $1,832+39.7% | $2,485+3.0% | $2,381+7.5% |
| Participant deferral / active EE | $8,923 | $3,145+183.8% | $3,852+131.7% | $3,470+157.2% |
| Admin fee / account holder | $6,673 | $4,667+43.0% | $6,6750% | $4,888+36.5% |