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 | $105,266 | $62,586+68.2% | $76,768+37.1% | $64,186+64.0% |
| Participation rate | 96.2% | 72.8%+23.4pp | 77.0%+19.2pp | 69.6%+26.6pp |
| Annual return | -4.87% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,142 | $1,832+16.9% | $2,485-13.8% | $2,381-10.0% |
| Participant deferral / active EE | $4,029 | $3,145+28.1% | $3,852+4.6% | $3,470+16.1% |
| Admin fee / account holder | $5,879 | $4,667+26.0% | $6,675-11.9% | $4,888+20.3% |