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 | $113,934 | $62,586+82.0% | $76,768+48.4% | $64,186+77.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -2.73% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $3,518 | $1,832+92.0% | $2,485+41.6% | $2,381+47.8% |
| Participant deferral / active EE | $7,904 | $3,145+151.3% | $3,852+105.2% | $3,470+127.8% |
| Admin fee / account holder | $32,926 | $4,667+605.5% | $6,675+393.3% | $4,888+573.6% |