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 | $118,773 | $54,726+117.0% | $68,793+72.7% | $64,186+85.0% |
| Participation rate | 87.2% | 68.0%+19.2pp | 72.2%+15.0pp | 69.6%+17.7pp |
| Annual return | -6.69% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $4,185 | $1,846+126.7% | $2,625+59.4% | $2,381+75.8% |
| Participant deferral / active EE | $5,594 | $2,626+113.0% | $3,311+69.0% | $3,470+61.2% |
| Admin fee / account holder | $5,152 | $4,027+27.9% | $5,131+0.4% | $4,888+5.4% |