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 | $80,817 | $53,596+50.8% | $90,645-10.8% | $64,186+25.9% |
| Participation rate | 97.1% | 64.5%+32.6pp | 74.0%+23.1pp | 69.6%+27.5pp |
| Annual return | -5.15% | 4.41%-9.6pp | 1.88%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,412 | $1,503+60.5% | $2,532-4.7% | $2,381+1.3% |
| Participant deferral / active EE | $3,854 | $2,459+56.8% | $3,425+12.5% | $3,470+11.1% |
| Admin fee / account holder | $2,281 | $3,868-41.0% | $4,994-54.3% | $4,888-53.3% |