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 | $115,795 | $54,726+111.6% | $68,793+68.3% | $64,186+80.4% |
| Participation rate | 84.0% | 68.0%+16.0pp | 72.2%+11.8pp | 69.6%+14.4pp |
| Annual return | -7.71% | -1.62%-6.1pp | -4.63%-3.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,687 | $1,846+45.5% | $2,625+2.3% | $2,381+12.8% |
| Participant deferral / active EE | $6,534 | $2,626+148.8% | $3,311+97.4% | $3,470+88.3% |
| Admin fee / account holder | $4,792 | $4,027+19.0% | $5,131-6.6% | $4,888-2.0% |