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 | $82,490 | $61,660+33.8% | $80,019+3.1% | $64,186+28.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.26% | -0.33%-3.9pp | 11.22%-15.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $2,162 | $1,810+19.4% | $2,468-12.4% | $2,381-9.2% |
| Participant deferral / active EE | $5,831 | $2,968+96.5% | $3,686+58.2% | $3,470+68.1% |
| Admin fee / account holder | $3,549 | $5,417-34.5% | $6,521-45.6% | $4,888-27.4% |