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 | $82,360 | $64,707+27.3% | $112,228-26.6% | $68,494+20.2% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -14.16% | -11.40%-2.8pp | 27.45%-41.6pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,425 | $2,746+24.7% | $3,635-5.8% | $2,596+31.9% |
| Participant deferral / active EE | $2,531 | $3,565-29.0% | $4,728-46.5% | $4,027-37.2% |
| Admin fee / account holder | $3,612 | $5,232-31.0% | $6,410-43.6% | $5,403-33.1% |