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 | $113,556 | $77,813+45.9% | $123,544-8.1% | $64,186+76.9% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $5,043 | $3,014+67.3% | $4,628+9.0% | $2,381+111.8% |
| Participant deferral / active EE | $5,302 | $5,240+1.2% | $6,426-17.5% | $3,470+52.8% |
| Admin fee / account holder | $4,519 | $5,519-18.1% | $9,284-51.3% | $4,888-7.5% |