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 | $112,824 | $62,586+80.3% | $76,768+47.0% | $64,186+75.8% |
| Participation rate | 72.5% | 72.8%-0.3pp | 77.0%-4.5pp | 69.6%+2.9pp |
| Annual return | -2.92% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,400 | $1,832+31.0% | $2,485-3.4% | $2,381+0.8% |
| Participant deferral / active EE | $4,464 | $3,145+42.0% | $3,852+15.9% | $3,470+28.7% |
| Admin fee / account holder | $38,221 | $4,667+719.0% | $6,675+472.6% | $4,888+681.9% |