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 | $128,895 | $61,660+109.0% | $80,019+61.1% | $64,186+100.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -2.33% | -0.33%-2.0pp | 11.22%-13.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,916 | $1,810+5.8% | $2,468-22.4% | $2,381-19.5% |
| Participant deferral / active EE | $7,032 | $2,968+137.0% | $3,686+90.8% | $3,470+102.7% |
| Admin fee / account holder | $3,107 | $5,417-42.6% | $6,521-52.4% | $4,888-36.4% |