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 | $96,409 | $77,813+23.9% | $123,544-22.0% | $64,186+50.2% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.3%+5.6pp | 69.6%+18.3pp |
| Annual return | -7.63% | 12.48%-20.1pp | 119.20%-126.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,294 | $3,014+9.3% | $4,628-28.8% | $2,381+38.4% |
| Participant deferral / active EE | $7,690 | $5,240+46.8% | $6,426+19.7% | $3,470+121.6% |
| Admin fee / account holder | $1,514 | $5,519-72.6% | $9,284-83.7% | $4,888-69.0% |