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 | $74,059 | $48,265+53.4% | $68,791+7.7% | $68,494+8.1% |
| Participation rate | 85.7% | 60.7%+25.0pp | 69.0%+16.7pp | 67.9%+17.8pp |
| Annual return | -13.77% | -12.71%-1.1pp | -6.38%-7.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,058 | $1,829+12.5% | $2,655-22.5% | $2,596-20.7% |
| Participant deferral / active EE | $6,845 | $2,867+138.8% | $3,941+73.7% | $4,027+70.0% |
| Admin fee / account holder | $1,275 | $4,355-70.7% | $4,932-74.2% | $5,403-76.4% |