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 | $111,556 | $49,177+126.8% | $79,464+40.4% | $64,186+73.8% |
| Participation rate | 80.5% | 65.0%+15.5pp | 73.3%+7.1pp | 69.6%+10.9pp |
| Annual return | -5.37% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,869 | $2,076-10.0% | $2,800-33.3% | $2,381-21.5% |
| Participant deferral / active EE | $2,894 | $2,821+2.6% | $3,704-21.9% | $3,470-16.6% |
| Admin fee / account holder | $4,624 | $3,839+20.5% | $5,113-9.6% | $4,888-5.4% |