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 | $79,456 | $48,265+64.6% | $68,791+15.5% | $68,494+16.0% |
| Participation rate | 92.0% | 60.7%+31.3pp | 69.0%+23.0pp | 67.9%+24.1pp |
| Annual return | -17.89% | -12.71%-5.2pp | -6.38%-11.5pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,119 | $1,829+15.9% | $2,655-20.2% | $2,596-18.4% |
| Participant deferral / active EE | $5,003 | $2,867+74.5% | $3,941+26.9% | $4,027+24.2% |
| Admin fee / account holder | $1,262 | $4,355-71.0% | $4,932-74.4% | $5,403-76.6% |