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 | $94,072 | $62,586+50.3% | $76,768+22.5% | $64,186+46.6% |
| Participation rate | 71.1% | 72.8%-1.7pp | 77.0%-5.9pp | 69.6%+1.5pp |
| Annual return | -3.79% | -1.95%-1.8pp | 2.43%-6.2pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,561 | $1,832-14.8% | $2,485-37.2% | $2,381-34.4% |
| Participant deferral / active EE | $3,732 | $3,145+18.7% | $3,852-3.1% | $3,470+7.6% |
| Admin fee / account holder | $19,577 | $4,667+319.5% | $6,675+193.3% | $4,888+300.5% |