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 | $87,279 | $72,404+20.5% | $110,238-20.8% | $64,186+36.0% |
| Participation rate | 78.9% | 73.3%+5.6pp | 79.8%-0.9pp | 69.6%+9.4pp |
| Annual return | -6.63% | -6.29%-0.3pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,562 | $2,282+12.3% | $3,826-33.0% | $2,381+7.6% |
| Participant deferral / active EE | $8,963 | $3,469+158.3% | $4,672+91.8% | $3,470+158.3% |
| Admin fee / account holder | $2,967 | $5,664-47.6% | $8,547-65.3% | $4,888-39.3% |