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 | $77,742 | $56,484+37.6% | $169,463-54.1% | $64,186+21.1% |
| Participation rate | 87.9% | 64.5%+23.3pp | 77.8%+10.1pp | 69.6%+18.3pp |
| Annual return | -6.17% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,272 | $1,832+78.6% | $4,159-21.3% | $2,381+37.5% |
| Participant deferral / active EE | $8,218 | $3,448+138.3% | $5,277+55.7% | $3,470+136.8% |
| Admin fee / account holder | $501 | $4,174-88.0% | $9,109-94.5% | $4,888-89.7% |