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 | $82,086 | $72,177+13.7% | $115,037-28.6% | $59,632+37.7% |
| Participation rate | 84.0% | 72.6%+11.4pp | 81.4%+2.6pp | 68.7%+15.3pp |
| Annual return | -1.75% | 12.02%-13.8pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $2,469 | $2,841-13.1% | $4,608-46.4% | $2,203+12.1% |
| Participant deferral / active EE | $8,455 | $4,783+76.8% | $6,026+40.3% | $3,192+164.9% |
| Admin fee / account holder | $7,145 | $4,927+45.0% | $8,175-12.6% | $4,297+66.3% |