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 | $77,057 | $48,265+59.7% | $68,791+12.0% | $68,494+12.5% |
| Participation rate | 91.5% | 60.7%+30.8pp | 69.0%+22.5pp | 67.9%+23.6pp |
| Annual return | -18.88% | -12.71%-6.2pp | -6.38%-12.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,326 | $1,829+81.9% | $2,655+25.3% | $2,596+28.1% |
| Participant deferral / active EE | $9,159 | $2,867+219.5% | $3,941+132.4% | $4,027+127.4% |
| Admin fee / account holder | $1,083 | $4,355-75.1% | $4,932-78.0% | $5,403-80.0% |