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 | $98,137 | $62,586+56.8% | $76,768+27.8% | $64,186+52.9% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.5pp | 69.6%+28.9pp |
| Annual return | -6.50% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,203 | $1,832+74.9% | $2,485+28.9% | $2,381+34.5% |
| Participant deferral / active EE | $4,008 | $3,145+27.4% | $3,852+4.1% | $3,470+15.5% |
| Admin fee / account holder | $7,114 | $4,667+52.4% | $6,675+6.6% | $4,888+45.5% |