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 | $114,050 | $62,586+82.2% | $76,768+48.6% | $64,186+77.7% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -3.01% | -1.95%-1.1pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,463 | $1,832+34.4% | $2,485-0.9% | $2,381+3.4% |
| Participant deferral / active EE | $4,262 | $3,145+35.5% | $3,852+10.7% | $3,470+22.8% |
| Admin fee / account holder | $914 | $4,667-80.4% | $6,675-86.3% | $4,888-81.3% |