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 | $108,817 | $71,883+51.4% | $86,677+25.5% | $68,494+58.9% |
| Participation rate | 71.6% | 72.2%-0.6pp | 76.6%-5.0pp | 67.9%+3.7pp |
| Annual return | -17.39% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,527 | $2,173+16.3% | $2,836-10.9% | $2,596-2.7% |
| Participant deferral / active EE | $5,459 | $3,779+44.5% | $4,656+17.3% | $4,027+35.5% |
| Admin fee / account holder | $5,209 | $6,112-14.8% | $7,493-30.5% | $5,403-3.6% |