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 | $95,171 | $53,596+77.6% | $90,645+5.0% | $64,186+48.3% |
| Participation rate | 88.1% | 64.5%+23.5pp | 74.0%+14.0pp | 69.6%+18.5pp |
| Annual return | -5.02% | 4.41%-9.4pp | 1.88%-6.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,999 | $1,503+99.5% | $2,532+18.4% | $2,381+26.0% |
| Participant deferral / active EE | $6,389 | $2,459+159.9% | $3,425+86.6% | $3,470+84.2% |
| Admin fee / account holder | $939 | $3,868-75.7% | $4,994-81.2% | $4,888-80.8% |