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 4-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 | $95,369 | $65,061+46.6% | $143,757-33.7% | $66,914+42.5% |
| Participation rate | 75.0% | 65.2%+9.8pp | 80.3%-5.3pp | 69.8%+5.2pp |
| Annual return | 3.99% | -11.14%+15.1pp | -0.04%+4.0pp | 1.58%+2.4pp |
| Employer contribution / active EE | $2,486 | $2,361+5.3% | $4,951-49.8% | $2,544-2.3% |
| Participant deferral / active EE | $6,299 | $2,919+115.8% | $5,637+11.7% | $4,237+48.7% |
| Admin fee / account holder | $15,106 | $502+2909.5% | $14,673+3.0% | $593+2446.2% |