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 | $103,772 | $56,484+83.7% | $169,463-38.8% | $64,186+61.7% |
| Participation rate | 75.9% | 64.5%+11.3pp | 77.8%-1.9pp | 69.6%+6.3pp |
| Annual return | -4.18% | -1.55%-2.6pp | 1.83%-6.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,824 | $1,832+54.1% | $4,159-32.1% | $2,381+18.6% |
| Participant deferral / active EE | $5,301 | $3,448+53.7% | $5,277+0.5% | $3,470+52.8% |
| Admin fee / account holder | $1,206 | $4,174-71.1% | $9,109-86.8% | $4,888-75.3% |