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 | $93,351 | $62,586+49.2% | $76,768+21.6% | $64,186+45.4% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.6pp | 69.6%+24.0pp |
| Annual return | -4.88% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,134 | $1,832+16.5% | $2,485-14.1% | $2,381-10.4% |
| Participant deferral / active EE | $6,324 | $3,145+101.1% | $3,852+64.2% | $3,470+82.3% |
| Admin fee / account holder | $3,005 | $4,667-35.6% | $6,675-55.0% | $4,888-38.5% |