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 | $135,441 | $86,699+56.2% | $73,307+84.8% | $125,391+8.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | 0.18% | 2.78%-2.6pp | 5.67%-5.5pp | 282.22%-282.0pp |
| Employer contribution / active EE | $615 | $4,152-85.2% | $3,237-81.0% | $4,866-87.4% |
| Participant deferral / active EE | $3,439 | $5,550-38.0% | $4,991-31.1% | $5,352-35.7% |
| Admin fee / account holder | $968 | $7,771-87.5% | $5,637-82.8% | $9,540-89.9% |