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 | $129,776 | $110,094+17.9% | $151,611-14.4% | $68,494+89.5% |
| Participation rate | 95.1% | 84.0%+11.2pp | 87.5%+7.6pp | 67.9%+27.2pp |
| Annual return | 4.28% | -10.12%+14.4pp | 3.33%+0.9pp | -7.84%+12.1pp |
| Employer contribution / active EE | $5,865 | $4,471+31.2% | $6,166-4.9% | $2,596+125.9% |
| Participant deferral / active EE | $6,458 | $6,527-1.1% | $8,363-22.8% | $4,027+60.4% |
| Admin fee / account holder | $11,344 | $7,719+47.0% | $11,616-2.3% | $5,403+110.0% |