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 | $86,957 | $49,177+76.8% | $79,464+9.4% | $64,186+35.5% |
| Participation rate | 73.0% | 65.0%+7.9pp | 73.3%-0.4pp | 69.6%+3.4pp |
| Annual return | -7.93% | -1.16%-6.8pp | 718.14%-726.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,337 | $2,076+12.5% | $2,800-16.6% | $2,381-1.8% |
| Participant deferral / active EE | $4,778 | $2,821+69.3% | $3,704+29.0% | $3,470+37.7% |
| Admin fee / account holder | $3,752 | $3,839-2.3% | $5,113-26.6% | $4,888-23.2% |