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 | $63,194 | $54,726+15.5% | $68,793-8.1% | $64,186-1.5% |
| Participation rate | 77.5% | 68.0%+9.5pp | 72.2%+5.3pp | 69.6%+8.0pp |
| Annual return | -6.74% | -1.62%-5.1pp | -4.63%-2.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,359 | $1,846+27.8% | $2,625-10.1% | $2,381-0.9% |
| Participant deferral / active EE | $3,589 | $2,626+36.7% | $3,311+8.4% | $3,470+3.4% |
| Admin fee / account holder | $4,249 | $4,027+5.5% | $5,131-17.2% | $4,888-13.1% |