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 | $98,737 | $71,480+38.1% | $90,782+8.8% | $64,186+53.8% |
| Participation rate | 93.3% | 77.6%+15.8pp | 82.7%+10.7pp | 69.6%+23.8pp |
| Annual return | -3.02% | -4.25%+1.2pp | -3.42%+0.4pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,819 | $3,415-46.7% | $4,105-55.7% | $2,381-23.6% |
| Participant deferral / active EE | $2,848 | $4,302-33.8% | $5,366-46.9% | $3,470-17.9% |
| Admin fee / account holder | $14,668 | $6,309+132.5% | $5,908+148.3% | $4,888+200.1% |