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 | $59,849 | $54,726+9.4% | $68,793-13.0% | $64,186-6.8% |
| Participation rate | 87.3% | 68.0%+19.3pp | 72.2%+15.1pp | 69.6%+17.8pp |
| Annual return | -5.33% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $4,605 | $1,846+149.4% | $2,625+75.4% | $2,381+93.4% |
| Participant deferral / active EE | $5,030 | $2,626+91.5% | $3,311+51.9% | $3,470+45.0% |
| Admin fee / account holder | $2,262 | $4,027-43.8% | $5,131-55.9% | $4,888-53.7% |