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 | $110,872 | $56,484+96.3% | $169,463-34.6% | $64,186+72.7% |
| Participation rate | 97.7% | 64.5%+33.2pp | 77.8%+19.9pp | 69.6%+28.2pp |
| Annual return | -4.80% | -1.55%-3.2pp | 1.83%-6.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,642 | $1,832+44.2% | $4,159-36.5% | $2,381+11.0% |
| Participant deferral / active EE | $4,994 | $3,448+44.9% | $5,277-5.3% | $3,470+44.0% |
| Admin fee / account holder | $4,495 | $4,174+7.7% | $9,109-50.7% | $4,888-8.0% |