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 | $64,568 | $43,327+49.0% | $59,878+7.8% | $64,186+0.6% |
| Participation rate | 80.0% | 69.2%+10.8pp | 74.7%+5.3pp | 69.6%+10.4pp |
| Annual return | -6.23% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,202 | $2,028-40.7% | $2,722-55.8% | $2,381-49.5% |
| Participant deferral / active EE | $3,964 | $2,546+55.7% | $3,402+16.5% | $3,470+14.3% |
| Admin fee / account holder | $4,457 | $3,005+48.3% | $3,590+24.1% | $4,888-8.8% |