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 | $111,480 | $62,586+78.1% | $76,768+45.2% | $64,186+73.7% |
| Participation rate | 89.5% | 72.8%+16.7pp | 77.0%+12.5pp | 69.6%+19.9pp |
| Annual return | -2.29% | -1.95%-0.3pp | 2.43%-4.7pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,943 | $1,832+6.1% | $2,485-21.8% | $2,381-18.4% |
| Participant deferral / active EE | $4,670 | $3,145+48.5% | $3,852+21.2% | $3,470+34.6% |
| Admin fee / account holder | $1,098 | $4,667-76.5% | $6,675-83.6% | $4,888-77.5% |