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 | $97,087 | $62,586+55.1% | $76,768+26.5% | $64,186+51.3% |
| Participation rate | 80.7% | 72.8%+7.9pp | 77.0%+3.7pp | 69.6%+11.1pp |
| Annual return | -7.38% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,849 | $1,832+55.5% | $2,485+14.6% | $2,381+19.6% |
| Participant deferral / active EE | $6,663 | $3,145+111.9% | $3,852+73.0% | $3,470+92.0% |
| Admin fee / account holder | $1,862 | $4,667-60.1% | $6,675-72.1% | $4,888-61.9% |