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 | $111,029 | $92,222+20.4% | $76,768+44.6% | $135,375-18.0% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -4.10% | 5.46%-9.6pp | 2.43%-6.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,218 | $3,216+31.2% | $2,485+69.7% | $4,779-11.7% |
| Participant deferral / active EE | $3,358 | $4,509-25.5% | $3,852-12.8% | $5,609-40.1% |
| Admin fee / account holder | $2,848 | $10,748-73.5% | $6,675-57.3% | $10,827-73.7% |