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 | $88,691 | $64,707+37.1% | $112,228-21.0% | $68,494+29.5% |
| Participation rate | 74.0% | 67.2%+6.8pp | 75.1%-1.1pp | 67.9%+6.1pp |
| Annual return | -11.22% | -11.40%+0.2pp | 27.45%-38.7pp | -7.84%-3.4pp |
| Employer contribution / active EE | $2,761 | $2,746+0.5% | $3,635-24.0% | $2,596+6.3% |
| Participant deferral / active EE | $6,290 | $3,565+76.4% | $4,728+33.0% | $4,027+56.2% |
| Admin fee / account holder | $7,141 | $5,232+36.5% | $6,410+11.4% | $5,403+32.2% |