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 | $50,175 | $77,813-35.5% | $123,544-59.4% | $64,186-21.8% |
| Participation rate | 85.3% | 74.7%+10.6pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -7.68% | 12.48%-20.2pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,191 | $3,014+5.9% | $4,628-31.1% | $2,381+34.0% |
| Participant deferral / active EE | $9,864 | $5,240+88.2% | $6,426+53.5% | $3,470+184.3% |
| Admin fee / account holder | $4,751 | $5,519-13.9% | $9,284-48.8% | $4,888-2.8% |