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 | $72,372 | $62,586+15.6% | $76,768-5.7% | $64,186+12.8% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | -6.98% | -1.95%-5.0pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $3,045 | $1,832+66.2% | $2,485+22.5% | $2,381+27.9% |
| Participant deferral / active EE | $7,262 | $3,145+130.9% | $3,852+88.5% | $3,470+109.3% |
| Admin fee / account holder | $716 | $4,667-84.6% | $6,675-89.3% | $4,888-85.3% |