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 | $115,873 | $62,586+85.1% | $76,768+50.9% | $64,186+80.5% |
| Participation rate | 84.5% | 72.8%+11.7pp | 77.0%+7.6pp | 69.6%+15.0pp |
| Annual return | -5.73% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $5,322 | $1,832+190.5% | $2,485+114.2% | $2,381+123.6% |
| Participant deferral / active EE | $4,142 | $3,145+31.7% | $3,852+7.5% | $3,470+19.4% |
| Admin fee / account holder | $3,782 | $4,667-19.0% | $6,675-43.3% | $4,888-22.6% |