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 | $86,050 | $77,813+10.6% | $123,544-30.3% | $64,186+34.1% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.3%+5.8pp | 69.6%+18.5pp |
| Annual return | -4.11% | 12.48%-16.6pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,830 | $3,014-6.1% | $4,628-38.9% | $2,381+18.8% |
| Participant deferral / active EE | $5,915 | $5,240+12.9% | $6,426-7.9% | $3,470+70.5% |
| Admin fee / account holder | $787 | $5,519-85.7% | $9,284-91.5% | $4,888-83.9% |