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 | $77,271 | $49,280+56.8% | $67,313+14.8% | $64,186+20.4% |
| Participation rate | 88.9% | 60.8%+28.1pp | 69.1%+19.8pp | 69.6%+19.3pp |
| Annual return | -3.88% | -1.39%-2.5pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,576 | $1,668-5.6% | $2,566-38.6% | $2,381-33.8% |
| Participant deferral / active EE | $3,542 | $2,484+42.6% | $3,568-0.7% | $3,470+2.1% |
| Admin fee / account holder | $4,814 | $3,863+24.6% | $4,507+6.8% | $4,888-1.5% |