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 | $81,951 | $59,805+37.0% | $79,550+3.0% | $68,494+19.6% |
| Participation rate | 79.6% | 61.1%+18.5pp | 69.5%+10.1pp | 67.9%+11.7pp |
| Annual return | -13.63% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,902 | $1,505+159.3% | $2,413+61.7% | $2,596+50.3% |
| Participant deferral / active EE | $3,886 | $3,024+28.5% | $3,985-2.5% | $4,027-3.5% |
| Admin fee / account holder | $1,421 | $4,835-70.6% | $6,832-79.2% | $5,403-73.7% |