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 | $75,041 | $56,484+32.9% | $169,463-55.7% | $64,186+16.9% |
| Participation rate | 87.0% | 64.5%+22.5pp | 77.8%+9.3pp | 69.6%+17.5pp |
| Annual return | -0.29% | -1.55%+1.3pp | 1.83%-2.1pp | 7.63%-7.9pp |
| Employer contribution / active EE | $3,224 | $1,832+75.9% | $4,159-22.5% | $2,381+35.4% |
| Participant deferral / active EE | $5,793 | $3,448+68.0% | $5,277+9.8% | $3,470+67.0% |
| Admin fee / account holder | $31,283 | $4,174+649.5% | $9,109+243.4% | $4,888+540.0% |