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 | $101,207 | $62,586+61.7% | $76,768+31.8% | $64,186+57.7% |
| Participation rate | 81.4% | 72.8%+8.5pp | 77.0%+4.4pp | 69.6%+11.8pp |
| Annual return | -3.98% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,683 | $1,832-8.1% | $2,485-32.3% | $2,381-29.3% |
| Participant deferral / active EE | $5,039 | $3,145+60.2% | $3,852+30.8% | $3,470+45.2% |
| Admin fee / account holder | $12,482 | $4,667+167.5% | $6,675+87.0% | $4,888+155.4% |