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 | $98,118 | $62,586+56.8% | $76,768+27.8% | $64,186+52.9% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.2pp | 69.6%+28.5pp |
| Annual return | -5.99% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,132 | $1,832+16.4% | $2,485-14.2% | $2,381-10.5% |
| Participant deferral / active EE | $5,328 | $3,145+69.4% | $3,852+38.3% | $3,470+53.6% |
| Admin fee / account holder | $13,910 | $4,667+198.1% | $6,675+108.4% | $4,888+184.6% |