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 | $21,082 | $77,813-72.9% | $123,544-82.9% | $64,186-67.2% |
| Participation rate | 96.4% | 74.7%+21.7pp | 82.3%+14.1pp | 69.6%+26.9pp |
| Annual return | -7.88% | 12.48%-20.4pp | 119.20%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,464 | $3,014+14.9% | $4,628-25.1% | $2,381+45.5% |
| Participant deferral / active EE | $4,716 | $5,240-10.0% | $6,426-26.6% | $3,470+35.9% |
| Admin fee / account holder | $1,408 | $5,519-74.5% | $9,284-84.8% | $4,888-71.2% |