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 | $94,468 | $73,867+27.9% | $143,757-34.3% | $68,494+37.9% |
| Participation rate | 75.7% | 66.7%+9.0pp | 80.3%-4.6pp | 67.9%+7.8pp |
| Annual return | -10.60% | 1.01%-11.6pp | -0.04%-10.6pp | -7.84%-2.8pp |
| Employer contribution / active EE | $3,125 | $3,184-1.9% | $4,951-36.9% | $2,596+20.4% |
| Participant deferral / active EE | $5,604 | $3,384+65.6% | $5,637-0.6% | $4,027+39.2% |
| Admin fee / account holder | $4,747 | $5,755-17.5% | $14,673-67.6% | $5,403-12.1% |