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 | $113,561 | $61,660+84.2% | $80,019+41.9% | $64,186+76.9% |
| Participation rate | 73.0% | 71.7%+1.3pp | 75.8%-2.8pp | 69.6%+3.4pp |
| Annual return | -6.16% | -0.33%-5.8pp | 11.22%-17.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,259 | $1,810-30.5% | $2,468-49.0% | $2,381-47.1% |
| Participant deferral / active EE | $6,247 | $2,968+110.5% | $3,686+69.5% | $3,470+80.1% |
| Admin fee / account holder | $971 | $5,417-82.1% | $6,521-85.1% | $4,888-80.1% |