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 | $79,142 | $61,660+28.4% | $80,019-1.1% | $64,186+23.3% |
| Participation rate | 91.5% | 71.7%+19.8pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | -2.92% | -0.33%-2.6pp | 11.22%-14.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,079 | $1,810+70.1% | $2,468+24.7% | $2,381+29.3% |
| Participant deferral / active EE | $6,735 | $2,968+126.9% | $3,686+82.7% | $3,470+94.1% |
| Admin fee / account holder | $13,345 | $5,417+146.4% | $6,521+104.7% | $4,888+173.0% |