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 | $110,560 | $42,383+160.9% | $76,523+44.5% | $64,186+72.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -4.36% | -16.54%+12.2pp | -0.27%-4.1pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,659 | $1,563+6.1% | $2,647-37.3% | $2,381-30.3% |
| Participant deferral / active EE | $3,328 | $2,566+29.7% | $3,835-13.2% | $3,470-4.1% |
| Admin fee / account holder | $3,263 | $3,198+2.0% | $4,848-32.7% | $4,888-33.2% |