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 | $75,385 | $62,586+20.5% | $76,768-1.8% | $64,186+17.4% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -6.67% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,556 | $1,832+39.5% | $2,485+2.8% | $2,381+7.3% |
| Participant deferral / active EE | $4,824 | $3,145+53.4% | $3,852+25.2% | $3,470+39.0% |
| Admin fee / account holder | $7,424 | $4,667+59.1% | $6,675+11.2% | $4,888+51.9% |