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 | $104,845 | $53,596+95.6% | $90,645+15.7% | $64,186+63.3% |
| Participation rate | 89.3% | 64.5%+24.8pp | 74.0%+15.3pp | 69.6%+19.8pp |
| Annual return | -4.19% | 4.41%-8.6pp | 1.88%-6.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $3,660 | $1,503+143.5% | $2,532+44.6% | $2,381+53.7% |
| Participant deferral / active EE | $5,294 | $2,459+115.3% | $3,425+54.6% | $3,470+52.6% |
| Admin fee / account holder | $7,711 | $3,868+99.4% | $4,994+54.4% | $4,888+57.8% |