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 | $69,522 | $43,327+60.5% | $59,878+16.1% | $64,186+8.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 74.7%+14.2pp | 69.6%+19.3pp |
| Annual return | -2.16% | -1.55%-0.6pp | 3.46%-5.6pp | 7.63%-9.8pp |
| Employer contribution / active EE | $7,411 | $2,028+265.4% | $2,722+172.3% | $2,381+211.3% |
| Participant deferral / active EE | $5,860 | $2,546+130.2% | $3,402+72.3% | $3,470+68.9% |
| Admin fee / account holder | $2,420 | $3,005-19.5% | $3,590-32.6% | $4,888-50.5% |