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 | $103,419 | $71,883+43.9% | $86,677+19.3% | $68,494+51.0% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.7pp |
| Annual return | -15.79% | 3.52%-19.3pp | 35.91%-51.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,883 | $2,173+124.7% | $2,836+72.2% | $2,596+88.1% |
| Participant deferral / active EE | $5,486 | $3,779+45.2% | $4,656+17.8% | $4,027+36.2% |
| Admin fee / account holder | $6,599 | $6,112+8.0% | $7,493-11.9% | $5,403+22.1% |