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 | $111,946 | $71,883+55.7% | $86,677+29.2% | $68,494+63.4% |
| Participation rate | 83.8% | 72.2%+11.5pp | 76.6%+7.2pp | 67.9%+15.9pp |
| Annual return | -15.95% | 3.52%-19.5pp | 35.91%-51.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $3,373 | $2,173+55.2% | $2,836+18.9% | $2,596+29.9% |
| Participant deferral / active EE | $4,849 | $3,779+28.3% | $4,656+4.2% | $4,027+20.4% |
| Admin fee / account holder | $4,309 | $6,112-29.5% | $7,493-42.5% | $5,403-20.2% |