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 | $109,404 | $56,484+93.7% | $169,463-35.4% | $64,186+70.4% |
| Participation rate | 87.8% | 64.5%+23.3pp | 77.8%+10.0pp | 69.6%+18.2pp |
| Annual return | -3.91% | -1.55%-2.4pp | 1.83%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,697 | $1,832-7.4% | $4,159-59.2% | $2,381-28.7% |
| Participant deferral / active EE | $5,622 | $3,448+63.0% | $5,277+6.5% | $3,470+62.0% |
| Admin fee / account holder | $3,352 | $4,174-19.7% | $9,109-63.2% | $4,888-31.4% |