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 | $75,939 | $59,805+27.0% | $79,550-4.5% | $68,494+10.9% |
| Participation rate | 75.9% | 61.1%+14.8pp | 69.5%+6.4pp | 67.9%+8.0pp |
| Annual return | -13.30% | -12.30%-1.0pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $3,783 | $1,505+151.4% | $2,413+56.8% | $2,596+45.7% |
| Participant deferral / active EE | $7,555 | $3,024+149.8% | $3,985+89.6% | $4,027+87.6% |
| Admin fee / account holder | $35,499 | $4,835+634.3% | $6,832+419.6% | $5,403+557.1% |