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 | $96,538 | $62,586+54.2% | $76,768+25.8% | $64,186+50.4% |
| Participation rate | 87.8% | 72.8%+15.0pp | 77.0%+10.8pp | 69.6%+18.2pp |
| Annual return | -6.20% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $4,818 | $1,832+163.0% | $2,485+93.9% | $2,381+102.4% |
| Participant deferral / active EE | $13,405 | $3,145+326.3% | $3,852+248.0% | $3,470+286.4% |
| Admin fee / account holder | $19,025 | $4,667+307.7% | $6,675+185.0% | $4,888+289.2% |