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 | $88,112 | $71,883+22.6% | $86,677+1.7% | $68,494+28.6% |
| Participation rate | 81.1% | 72.2%+8.8pp | 76.6%+4.5pp | 67.9%+13.2pp |
| Annual return | -9.38% | 3.52%-12.9pp | 35.91%-45.3pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,355 | $2,173+8.4% | $2,836-17.0% | $2,596-9.3% |
| Participant deferral / active EE | $4,931 | $3,779+30.5% | $4,656+5.9% | $4,027+22.4% |
| Admin fee / account holder | $1,057 | $6,112-82.7% | $7,493-85.9% | $5,403-80.4% |