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 | $104,449 | $58,577+78.3% | $83,333+25.3% | $64,186+62.7% |
| Participation rate | 96.6% | 72.0%+24.5pp | 77.8%+18.8pp | 69.6%+27.0pp |
| Annual return | -5.06% | 9.65%-14.7pp | 10.63%-15.7pp | 7.63%-12.7pp |
| Employer contribution / active EE | $2,977 | $2,098+41.9% | $3,379-11.9% | $2,381+25.1% |
| Participant deferral / active EE | $7,550 | $4,654+62.2% | $5,565+35.7% | $3,470+117.6% |
| Admin fee / account holder | $2,192 | $9,275-76.4% | $7,510-70.8% | $4,888-55.2% |