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 | $85,353 | $62,586+36.4% | $76,768+11.2% | $64,186+33.0% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | -5.00% | -1.95%-3.1pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $3,641 | $1,832+98.7% | $2,485+46.5% | $2,381+52.9% |
| Participant deferral / active EE | $4,415 | $3,145+40.4% | $3,852+14.6% | $3,470+27.3% |
| Admin fee / account holder | $10,936 | $4,667+134.3% | $6,675+63.8% | $4,888+123.7% |