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 | $76,702 | $61,660+24.4% | $80,019-4.1% | $64,186+19.5% |
| Participation rate | 98.0% | 71.7%+26.3pp | 75.8%+22.2pp | 69.6%+28.4pp |
| Annual return | -3.76% | -0.33%-3.4pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $3,600 | $1,810+98.8% | $2,468+45.9% | $2,381+51.2% |
| Participant deferral / active EE | $5,772 | $2,968+94.5% | $3,686+56.6% | $3,470+66.3% |
| Admin fee / account holder | $2,425 | $5,417-55.2% | $6,521-62.8% | $4,888-50.4% |