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 | $74,951 | $54,726+37.0% | $68,793+9.0% | $64,186+16.8% |
| Participation rate | 81.1% | 68.0%+13.1pp | 72.2%+8.9pp | 69.6%+11.5pp |
| Annual return | -7.25% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $3,309 | $1,846+79.2% | $2,625+26.0% | $2,381+39.0% |
| Participant deferral / active EE | $4,807 | $2,626+83.1% | $3,311+45.2% | $3,470+38.6% |
| Admin fee / account holder | $5,508 | $4,027+36.8% | $5,131+7.4% | $4,888+12.7% |