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 | $116,941 | $77,813+50.3% | $123,544-5.3% | $64,186+82.2% |
| Participation rate | 90.2% | 74.7%+15.5pp | 82.3%+7.9pp | 69.6%+20.7pp |
| Annual return | -0.55% | 12.48%-13.0pp | 119.20%-119.7pp | 7.63%-8.2pp |
| Employer contribution / active EE | $3,103 | $3,014+3.0% | $4,628-32.9% | $2,381+30.3% |
| Participant deferral / active EE | $8,445 | $5,240+61.2% | $6,426+31.4% | $3,470+143.4% |
| Admin fee / account holder | $1,662 | $5,519-69.9% | $9,284-82.1% | $4,888-66.0% |