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 | $74,206 | $77,813-4.6% | $123,544-39.9% | $64,186+15.6% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -0.85% | 12.48%-13.3pp | 119.20%-120.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $3,891 | $3,014+29.1% | $4,628-15.9% | $2,381+63.4% |
| Participant deferral / active EE | $7,017 | $5,240+33.9% | $6,426+9.2% | $3,470+102.3% |
| Admin fee / account holder | $1,313 | $5,519-76.2% | $9,284-85.9% | $4,888-73.1% |