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 | $113,820 | $76,401+49.0% | $106,387+7.0% | $64,186+77.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.5%+22.5pp | 69.6%+30.4pp |
| Annual return | -6.55% | -2.19%-4.4pp | 0.25%-6.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,793 | $2,680-33.1% | $3,520-49.1% | $2,381-24.7% |
| Participant deferral / active EE | $4,619 | $4,274+8.1% | $5,421-14.8% | $3,470+33.1% |
| Admin fee / account holder | $5,080 | $4,610+10.2% | $7,510-32.4% | $4,888+3.9% |