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 | $106,113 | $58,577+81.2% | $83,333+27.3% | $64,186+65.3% |
| Participation rate | 90.0% | 72.0%+18.0pp | 77.8%+12.2pp | 69.6%+20.4pp |
| Annual return | -8.08% | 9.65%-17.7pp | 10.63%-18.7pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,577 | $2,098+70.5% | $3,379+5.9% | $2,381+50.3% |
| Participant deferral / active EE | $8,510 | $4,654+82.8% | $5,565+52.9% | $3,470+145.3% |
| Admin fee / account holder | $340 | $9,275-96.3% | $7,510-95.5% | $4,888-93.0% |