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 | $88,467 | $82,664+7.0% | $125,339-29.4% | $68,494+29.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | 3.92% | -5.97%+9.9pp | 572.05%-568.1pp | -7.84%+11.8pp |
| Employer contribution / active EE | $1,567 | $3,381-53.7% | $4,814-67.5% | $2,596-39.7% |
| Participant deferral / active EE | $8,173 | $6,110+33.7% | $7,446+9.8% | $4,027+102.9% |
| Admin fee / account holder | $5,383 | $6,275-14.2% | $10,010-46.2% | $5,403-0.4% |