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 | $89,204 | $61,660+44.7% | $80,019+11.5% | $64,186+39.0% |
| Participation rate | 88.0% | 71.7%+16.3pp | 75.8%+12.2pp | 69.6%+18.4pp |
| Annual return | -7.48% | -0.33%-7.2pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,088 | $1,810+70.6% | $2,468+25.1% | $2,381+29.7% |
| Participant deferral / active EE | $5,985 | $2,968+101.7% | $3,686+62.4% | $3,470+72.5% |
| Admin fee / account holder | $5,167 | $5,417-4.6% | $6,521-20.8% | $4,888+5.7% |