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 | $101,687 | $61,660+64.9% | $80,019+27.1% | $64,186+58.4% |
| Participation rate | 82.8% | 71.7%+11.1pp | 75.8%+6.9pp | 69.6%+13.2pp |
| Annual return | -5.04% | -0.33%-4.7pp | 11.22%-16.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,734 | $1,810+51.0% | $2,468+10.8% | $2,381+14.8% |
| Participant deferral / active EE | $6,867 | $2,968+131.4% | $3,686+86.3% | $3,470+97.9% |
| Admin fee / account holder | $21,215 | $5,417+291.6% | $6,521+225.3% | $4,888+334.0% |