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 | $103,417 | $61,660+67.7% | $80,019+29.2% | $64,186+61.1% |
| Participation rate | 94.5% | 71.7%+22.8pp | 75.8%+18.7pp | 69.6%+24.9pp |
| Annual return | -5.74% | -0.33%-5.4pp | 11.22%-17.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,124 | $1,810+17.3% | $2,468-14.0% | $2,381-10.8% |
| Participant deferral / active EE | $5,176 | $2,968+74.4% | $3,686+40.4% | $3,470+49.2% |
| Admin fee / account holder | $2,226 | $5,417-58.9% | $6,521-65.9% | $4,888-54.5% |