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 | $84,253 | $49,280+71.0% | $67,313+25.2% | $64,186+31.3% |
| Participation rate | 97.8% | 60.8%+37.0pp | 69.1%+28.7pp | 69.6%+28.3pp |
| Annual return | -4.28% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,729 | $1,668+3.6% | $2,566-32.6% | $2,381-27.4% |
| Participant deferral / active EE | $5,801 | $2,484+133.5% | $3,568+62.6% | $3,470+67.2% |
| Admin fee / account holder | $5,479 | $3,863+41.9% | $4,507+21.6% | $4,888+12.1% |