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 | $118,377 | $62,586+89.1% | $76,768+54.2% | $64,186+84.4% |
| Participation rate | 91.3% | 72.8%+18.5pp | 77.0%+14.3pp | 69.6%+21.7pp |
| Annual return | -5.84% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,063 | $1,832-42.0% | $2,485-57.2% | $2,381-55.3% |
| Participant deferral / active EE | $6,440 | $3,145+104.8% | $3,852+67.2% | $3,470+85.6% |
| Admin fee / account holder | $2,105 | $4,667-54.9% | $6,675-68.5% | $4,888-56.9% |