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 | $119,190 | $62,586+90.4% | $76,768+55.3% | $64,186+85.7% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -7.47% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,741 | $1,832+104.2% | $2,485+50.5% | $2,381+57.1% |
| Participant deferral / active EE | $7,660 | $3,145+143.6% | $3,852+98.9% | $3,470+120.8% |
| Admin fee / account holder | $1,590 | $4,667-65.9% | $6,675-76.2% | $4,888-67.5% |