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 | $91,975 | $62,586+47.0% | $76,768+19.8% | $64,186+43.3% |
| Participation rate | 89.6% | 72.8%+16.8pp | 77.0%+12.6pp | 69.6%+20.0pp |
| Annual return | -7.30% | -1.95%-5.4pp | 2.43%-9.7pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,262 | $1,832+23.5% | $2,485-9.0% | $2,381-5.0% |
| Participant deferral / active EE | $6,957 | $3,145+121.2% | $3,852+80.6% | $3,470+100.5% |
| Admin fee / account holder | $3,398 | $4,667-27.2% | $6,675-49.1% | $4,888-30.5% |