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 | $118,429 | $72,404+63.6% | $110,238+7.4% | $64,186+84.5% |
| Participation rate | 96.5% | 73.3%+23.1pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | -5.02% | -6.29%+1.3pp | 314.74%-319.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,879 | $2,282+26.2% | $3,826-24.8% | $2,381+20.9% |
| Participant deferral / active EE | $3,411 | $3,469-1.7% | $4,672-27.0% | $3,470-1.7% |
| Admin fee / account holder | $3,341 | $5,664-41.0% | $8,547-60.9% | $4,888-31.7% |