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 | $80,589 | $77,813+3.6% | $123,544-34.8% | $64,186+25.6% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.3%+8.4pp | 69.6%+21.1pp |
| Annual return | -6.09% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,871 | $3,014-4.8% | $4,628-38.0% | $2,381+20.6% |
| Participant deferral / active EE | $5,173 | $5,240-1.3% | $6,426-19.5% | $3,470+49.1% |
| Admin fee / account holder | $2,166 | $5,519-60.8% | $9,284-76.7% | $4,888-55.7% |