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 | $68,151 | $87,540-22.1% | $75,781-10.1% | $125,391-45.6% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | -0.84% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $3,978 | $3,930+1.2% | $3,323+19.7% | $4,866-18.2% |
| Participant deferral / active EE | $11,050 | $4,229+161.3% | $3,651+202.6% | $5,352+106.5% |
| Admin fee / account holder | $9,191 | $6,502+41.4% | $5,299+73.4% | $9,540-3.7% |