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 | $71,931 | $64,707+11.2% | $112,228-35.9% | $68,494+5.0% |
| Participation rate | 81.7% | 67.2%+14.5pp | 75.1%+6.6pp | 67.9%+13.8pp |
| Annual return | -13.92% | -11.40%-2.5pp | 27.45%-41.4pp | -7.84%-6.1pp |
| Employer contribution / active EE | $3,667 | $2,746+33.5% | $3,635+0.9% | $2,596+41.2% |
| Participant deferral / active EE | $5,434 | $3,565+52.4% | $4,728+14.9% | $4,027+34.9% |
| Admin fee / account holder | $6,692 | $5,232+27.9% | $6,410+4.4% | $5,403+23.9% |