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 | $103,888 | $61,660+68.5% | $80,019+29.8% | $64,186+61.9% |
| Participation rate | 91.2% | 71.7%+19.5pp | 75.8%+15.3pp | 69.6%+21.6pp |
| Annual return | -7.12% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $4,813 | $1,810+165.8% | $2,468+95.0% | $2,381+102.1% |
| Participant deferral / active EE | $4,753 | $2,968+60.1% | $3,686+28.9% | $3,470+37.0% |
| Admin fee / account holder | $5,538 | $5,417+2.2% | $6,521-15.1% | $4,888+13.3% |