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 | $93,034 | $72,404+28.5% | $110,238-15.6% | $64,186+44.9% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.6%+10.7pp |
| Annual return | -2.41% | -6.29%+3.9pp | 314.74%-317.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,761 | $2,282+21.0% | $3,826-27.8% | $2,381+16.0% |
| Participant deferral / active EE | $4,803 | $3,469+38.5% | $4,672+2.8% | $3,470+38.4% |
| Admin fee / account holder | $3,890 | $5,664-31.3% | $8,547-54.5% | $4,888-20.4% |