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 | $108,085 | $62,586+72.7% | $76,768+40.8% | $64,186+68.4% |
| Participation rate | 83.9% | 72.8%+11.1pp | 77.0%+6.9pp | 69.6%+14.3pp |
| Annual return | -3.59% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,439 | $1,832-21.5% | $2,485-42.1% | $2,381-39.6% |
| Participant deferral / active EE | $3,848 | $3,145+22.4% | $3,852-0.1% | $3,470+10.9% |
| Admin fee / account holder | $559 | $4,667-88.0% | $6,675-91.6% | $4,888-88.6% |