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 | $111,275 | $62,586+77.8% | $76,768+44.9% | $64,186+73.4% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.5pp | 69.6%+11.9pp |
| Annual return | -4.86% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,970 | $1,832+7.5% | $2,485-20.7% | $2,381-17.3% |
| Participant deferral / active EE | $4,832 | $3,145+53.6% | $3,852+25.4% | $3,470+39.3% |
| Admin fee / account holder | $9,139 | $4,667+95.8% | $6,675+36.9% | $4,888+87.0% |