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 | $115,393 | $61,660+87.1% | $80,019+44.2% | $64,186+79.8% |
| Participation rate | 77.8% | 71.7%+6.1pp | 75.8%+1.9pp | 69.6%+8.2pp |
| Annual return | -7.16% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,406 | $1,810-22.3% | $2,468-43.0% | $2,381-40.9% |
| Participant deferral / active EE | $4,509 | $2,968+51.9% | $3,686+22.3% | $3,470+30.0% |
| Admin fee / account holder | $1,597 | $5,417-70.5% | $6,521-75.5% | $4,888-67.3% |