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 | $102,712 | $58,577+75.3% | $83,333+23.3% | $64,186+60.0% |
| Participation rate | 76.3% | 72.0%+4.3pp | 77.8%-1.4pp | 69.6%+6.7pp |
| Annual return | -7.72% | 9.65%-17.4pp | 10.63%-18.4pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,975 | $2,098+89.5% | $3,379+17.7% | $2,381+67.0% |
| Participant deferral / active EE | $8,491 | $4,654+82.4% | $5,565+52.6% | $3,470+144.7% |
| Admin fee / account holder | $2,930 | $9,275-68.4% | $7,510-61.0% | $4,888-40.1% |