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 | $101,028 | $62,586+61.4% | $76,768+31.6% | $64,186+57.4% |
| Participation rate | 97.5% | 72.8%+24.7pp | 77.0%+20.5pp | 69.6%+27.9pp |
| Annual return | -6.10% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,964 | $1,832+116.4% | $2,485+59.5% | $2,381+66.5% |
| Participant deferral / active EE | $3,884 | $3,145+23.5% | $3,852+0.8% | $3,470+11.9% |
| Admin fee / account holder | $1,291 | $4,667-72.3% | $6,675-80.7% | $4,888-73.6% |