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 | $103,116 | $61,660+67.2% | $80,019+28.9% | $64,186+60.7% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.6%+16.1pp |
| Annual return | -5.53% | -0.33%-5.2pp | 11.22%-16.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,903 | $1,810+60.3% | $2,468+17.6% | $2,381+21.9% |
| Participant deferral / active EE | $6,474 | $2,968+118.2% | $3,686+75.7% | $3,470+86.6% |
| Admin fee / account holder | $423 | $5,417-92.2% | $6,521-93.5% | $4,888-91.3% |