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 | $110,840 | $62,586+77.1% | $76,768+44.4% | $64,186+72.7% |
| Participation rate | 82.5% | 72.8%+9.6pp | 77.0%+5.5pp | 69.6%+12.9pp |
| Annual return | -6.38% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $3,368 | $1,832+83.8% | $2,485+35.5% | $2,381+41.5% |
| Participant deferral / active EE | $5,198 | $3,145+65.3% | $3,852+35.0% | $3,470+49.8% |
| Admin fee / account holder | $3,803 | $4,667-18.5% | $6,675-43.0% | $4,888-22.2% |