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 | $91,845 | $48,265+90.3% | $68,791+33.5% | $68,494+34.1% |
| Participation rate | 76.3% | 60.7%+15.6pp | 69.0%+7.2pp | 67.9%+8.4pp |
| Annual return | -15.60% | -12.71%-2.9pp | -6.38%-9.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $683 | $1,829-62.7% | $2,655-74.3% | $2,596-73.7% |
| Participant deferral / active EE | $5,597 | $2,867+95.2% | $3,941+42.0% | $4,027+39.0% |
| Admin fee / account holder | $10,870 | $4,355+149.6% | $4,932+120.4% | $5,403+101.2% |