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 | $74,218 | $62,586+18.6% | $76,768-3.3% | $64,186+15.6% |
| Participation rate | 95.8% | 72.8%+23.0pp | 77.0%+18.9pp | 69.6%+26.3pp |
| Annual return | -6.77% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $6,479 | $1,832+253.6% | $2,485+160.7% | $2,381+172.1% |
| Participant deferral / active EE | $2,918 | $3,145-7.2% | $3,852-24.2% | $3,470-15.9% |
| Admin fee / account holder | $3,999 | $4,667-14.3% | $6,675-40.1% | $4,888-18.2% |