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 | $109,133 | $61,660+77.0% | $80,019+36.4% | $64,186+70.0% |
| Participation rate | 82.8% | 71.7%+11.1pp | 75.8%+7.0pp | 69.6%+13.2pp |
| Annual return | -0.68% | -0.33%-0.4pp | 11.22%-11.9pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,599 | $1,810-11.7% | $2,468-35.2% | $2,381-32.8% |
| Participant deferral / active EE | $3,945 | $2,968+32.9% | $3,686+7.0% | $3,470+13.7% |
| Admin fee / account holder | $19,680 | $5,417+263.3% | $6,521+201.8% | $4,888+302.6% |