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 | $63,486 | $42,894+48.0% | $60,874+4.3% | $68,494-7.3% |
| Participation rate | 82.1% | 66.8%+15.4pp | 73.1%+9.0pp | 67.9%+14.3pp |
| Annual return | -16.69% | -13.98%-2.7pp | 16.90%-33.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $2,299 | $1,978+16.2% | $2,701-14.9% | $2,596-11.4% |
| Participant deferral / active EE | $4,563 | $2,867+59.2% | $3,817+19.5% | $4,027+13.3% |
| Admin fee / account holder | $3,107 | $3,101+0.2% | $3,224-3.6% | $5,403-42.5% |