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 | $111,146 | $61,660+80.3% | $80,019+38.9% | $64,186+73.2% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -3.21% | -0.33%-2.9pp | 11.22%-14.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $3,386 | $1,810+87.0% | $2,468+37.2% | $2,381+42.2% |
| Participant deferral / active EE | $6,566 | $2,968+121.3% | $3,686+78.1% | $3,470+89.2% |
| Admin fee / account holder | $4,686 | $5,417-13.5% | $6,521-28.1% | $4,888-4.1% |