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 | $106,386 | $62,586+70.0% | $76,768+38.6% | $64,186+65.7% |
| Participation rate | 83.3% | 72.8%+10.5pp | 77.0%+6.4pp | 69.6%+13.8pp |
| Annual return | -7.47% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,189 | $1,832+74.1% | $2,485+28.3% | $2,381+33.9% |
| Participant deferral / active EE | $5,772 | $3,145+83.6% | $3,852+49.9% | $3,470+66.4% |
| Admin fee / account holder | $7,722 | $4,667+65.5% | $6,675+15.7% | $4,888+58.0% |