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 | $128,200 | $53,596+139.2% | $90,645+41.4% | $64,186+99.7% |
| Participation rate | 98.5% | 64.5%+34.0pp | 74.0%+24.5pp | 69.6%+28.9pp |
| Annual return | -3.94% | 4.41%-8.4pp | 1.88%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,079 | $1,503+171.4% | $2,532+61.1% | $2,381+71.3% |
| Participant deferral / active EE | $6,808 | $2,459+176.9% | $3,425+98.8% | $3,470+96.2% |
| Admin fee / account holder | $4,335 | $3,868+12.1% | $4,994-13.2% | $4,888-11.3% |