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 | $86,696 | $72,404+19.7% | $110,238-21.4% | $64,186+35.1% |
| Participation rate | 87.2% | 73.3%+13.9pp | 79.8%+7.4pp | 69.6%+17.7pp |
| Annual return | 2.70% | -6.29%+9.0pp | 314.74%-312.0pp | 7.63%-4.9pp |
| Employer contribution / active EE | $2,649 | $2,282+16.1% | $3,826-30.8% | $2,381+11.3% |
| Participant deferral / active EE | $5,441 | $3,469+56.8% | $4,672+16.5% | $3,470+56.8% |
| Admin fee / account holder | $3,459 | $5,664-38.9% | $8,547-59.5% | $4,888-29.2% |