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 | $79,168 | $59,805+32.4% | $79,550-0.5% | $68,494+15.6% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.5%+1.9pp | 67.9%+3.5pp |
| Annual return | 4.56% | -12.30%+16.9pp | 0.16%+4.4pp | -7.84%+12.4pp |
| Employer contribution / active EE | $1,076 | $1,505-28.5% | $2,413-55.4% | $2,596-58.6% |
| Participant deferral / active EE | $3,912 | $3,024+29.4% | $3,985-1.8% | $4,027-2.9% |
| Admin fee / account holder | $1,609 | $4,835-66.7% | $6,832-76.4% | $5,403-70.2% |