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 | $66,843 | $53,596+24.7% | $90,645-26.3% | $64,186+4.1% |
| Participation rate | 96.0% | 64.5%+31.5pp | 74.0%+22.0pp | 69.6%+26.4pp |
| Annual return | -4.76% | 4.41%-9.2pp | 1.88%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,008 | $1,503+33.6% | $2,532-20.7% | $2,381-15.7% |
| Participant deferral / active EE | $4,229 | $2,459+72.0% | $3,425+23.5% | $3,470+21.9% |
| Admin fee / account holder | $2,335 | $3,868-39.6% | $4,994-53.2% | $4,888-52.2% |