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 | $93,098 | $61,660+51.0% | $80,019+16.3% | $64,186+45.0% |
| Participation rate | 87.8% | 71.7%+16.1pp | 75.8%+12.0pp | 69.6%+18.2pp |
| Annual return | -4.45% | -0.33%-4.1pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,010 | $1,810+11.0% | $2,468-18.6% | $2,381-15.6% |
| Participant deferral / active EE | $4,693 | $2,968+58.1% | $3,686+27.3% | $3,470+35.3% |
| Admin fee / account holder | $4,681 | $5,417-13.6% | $6,521-28.2% | $4,888-4.2% |