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 | $110,598 | $77,813+42.1% | $123,544-10.5% | $64,186+72.3% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -7.53% | 12.48%-20.0pp | 119.20%-126.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $6,527 | $3,014+116.6% | $4,628+41.0% | $2,381+174.2% |
| Participant deferral / active EE | $6,001 | $5,240+14.5% | $6,426-6.6% | $3,470+73.0% |
| Admin fee / account holder | $2,275 | $5,519-58.8% | $9,284-75.5% | $4,888-53.5% |