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 | $70,956 | $43,327+63.8% | $59,878+18.5% | $64,186+10.5% |
| Participation rate | 97.9% | 69.2%+28.8pp | 74.7%+23.2pp | 69.6%+28.4pp |
| Annual return | -5.15% | -1.55%-3.6pp | 3.46%-8.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $3,339 | $2,028+64.6% | $2,722+22.7% | $2,381+40.2% |
| Participant deferral / active EE | $7,343 | $2,546+188.4% | $3,402+115.8% | $3,470+111.6% |
| Admin fee / account holder | $6,766 | $3,005+125.2% | $3,590+88.5% | $4,888+38.4% |