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 | $90,962 | $62,586+45.3% | $76,768+18.5% | $64,186+41.7% |
| Participation rate | 85.2% | 72.8%+12.4pp | 77.0%+8.2pp | 69.6%+15.6pp |
| Annual return | -3.35% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,065 | $1,832+12.7% | $2,485-16.9% | $2,381-13.3% |
| Participant deferral / active EE | $3,394 | $3,145+7.9% | $3,852-11.9% | $3,470-2.2% |
| Admin fee / account holder | $1,171 | $4,667-74.9% | $6,675-82.5% | $4,888-76.0% |