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 | $144,075 | $62,586+130.2% | $76,768+87.7% | $64,186+124.5% |
| Participation rate | 86.7% | 72.8%+13.9pp | 77.0%+9.7pp | 69.6%+17.1pp |
| Annual return | -3.08% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $2,619 | $1,832+43.0% | $2,485+5.4% | $2,381+10.0% |
| Participant deferral / active EE | $5,856 | $3,145+86.2% | $3,852+52.0% | $3,470+68.8% |
| Admin fee / account holder | $1,361 | $4,667-70.8% | $6,675-79.6% | $4,888-72.1% |