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 | $94,349 | $72,404+30.3% | $110,238-14.4% | $64,186+47.0% |
| Participation rate | 90.2% | 73.3%+16.9pp | 79.8%+10.4pp | 69.6%+20.6pp |
| Annual return | -3.26% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $4,226 | $2,282+85.2% | $3,826+10.4% | $2,381+77.5% |
| Participant deferral / active EE | $7,853 | $3,469+126.3% | $4,672+68.1% | $3,470+126.3% |
| Admin fee / account holder | $6,462 | $5,664+14.1% | $8,547-24.4% | $4,888+32.2% |