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 | $111,913 | $62,586+78.8% | $76,768+45.8% | $64,186+74.4% |
| Participation rate | 86.5% | 72.8%+13.7pp | 77.0%+9.6pp | 69.6%+17.0pp |
| Annual return | -4.16% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,922 | $1,832+4.9% | $2,485-22.7% | $2,381-19.3% |
| Participant deferral / active EE | $3,945 | $3,145+25.5% | $3,852+2.4% | $3,470+13.7% |
| Admin fee / account holder | $2,760 | $4,667-40.9% | $6,675-58.7% | $4,888-43.5% |