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 | $73,909 | $42,894+72.3% | $60,874+21.4% | $68,494+7.9% |
| Participation rate | 92.9% | 66.8%+26.1pp | 73.1%+19.7pp | 67.9%+25.0pp |
| Annual return | -8.58% | -13.98%+5.4pp | 16.90%-25.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $2,086 | $1,978+5.5% | $2,701-22.8% | $2,596-19.6% |
| Participant deferral / active EE | $3,823 | $2,867+33.4% | $3,817+0.2% | $4,027-5.1% |
| Admin fee / account holder | $3,865 | $3,101+24.7% | $3,224+19.9% | $5,403-28.5% |