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 | $66,617 | $56,484+17.9% | $169,463-60.7% | $64,186+3.8% |
| Participation rate | 98.1% | 64.5%+33.6pp | 77.8%+20.4pp | 69.6%+28.6pp |
| Annual return | -5.51% | -1.55%-4.0pp | 1.83%-7.3pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,248 | $1,832+131.8% | $4,159+2.1% | $2,381+78.4% |
| Participant deferral / active EE | $10,500 | $3,448+204.5% | $5,277+99.0% | $3,470+202.6% |
| Admin fee / account holder | $11,508 | $4,174+175.7% | $9,109+26.3% | $4,888+135.4% |