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 | $101,645 | $62,586+62.4% | $76,768+32.4% | $64,186+58.4% |
| Participation rate | 89.4% | 72.8%+16.5pp | 77.0%+12.4pp | 69.6%+19.8pp |
| Annual return | -4.49% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $6,889 | $1,832+276.1% | $2,485+177.2% | $2,381+189.4% |
| Participant deferral / active EE | $6,601 | $3,145+109.9% | $3,852+71.4% | $3,470+90.3% |
| Admin fee / account holder | $13,012 | $4,667+178.8% | $6,675+94.9% | $4,888+166.2% |