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 | $116,069 | $61,660+88.2% | $80,019+45.1% | $64,186+80.8% |
| Participation rate | 98.6% | 71.7%+26.9pp | 75.8%+22.8pp | 69.6%+29.0pp |
| Annual return | -4.68% | -0.33%-4.4pp | 11.22%-15.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,291 | $1,810+192.3% | $2,468+114.4% | $2,381+122.3% |
| Participant deferral / active EE | $7,669 | $2,968+158.4% | $3,686+108.1% | $3,470+121.0% |
| Admin fee / account holder | $4,050 | $5,417-25.2% | $6,521-37.9% | $4,888-17.1% |