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 | $83,836 | $58,577+43.1% | $83,333+0.6% | $64,186+30.6% |
| Participation rate | 90.7% | 72.0%+18.7pp | 77.8%+13.0pp | 69.6%+21.2pp |
| Annual return | -4.84% | 9.65%-14.5pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,261 | $2,098+7.8% | $3,379-33.1% | $2,381-5.0% |
| Participant deferral / active EE | $6,273 | $4,654+34.8% | $5,565+12.7% | $3,470+80.8% |
| Admin fee / account holder | $1,640 | $9,275-82.3% | $7,510-78.2% | $4,888-66.5% |