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 | $99,849 | $62,586+59.5% | $76,768+30.1% | $64,186+55.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 77.0%+20.4pp | 69.6%+27.8pp |
| Annual return | -6.20% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,796 | $1,832+107.2% | $2,485+52.7% | $2,381+59.4% |
| Participant deferral / active EE | $3,252 | $3,145+3.4% | $3,852-15.6% | $3,470-6.3% |
| Admin fee / account holder | $8,698 | $4,667+86.4% | $6,675+30.3% | $4,888+77.9% |