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 | $77,022 | $62,586+23.1% | $76,768+0.3% | $64,186+20.0% |
| Participation rate | 97.9% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.3pp |
| Annual return | -5.97% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,287 | $1,832+134.0% | $2,485+72.5% | $2,381+80.1% |
| Participant deferral / active EE | $10,055 | $3,145+219.8% | $3,852+161.1% | $3,470+189.8% |
| Admin fee / account holder | $1,332 | $4,667-71.5% | $6,675-80.0% | $4,888-72.7% |