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 | $80,907 | $64,707+25.0% | $112,228-27.9% | $68,494+18.1% |
| Participation rate | 79.5% | 67.2%+12.3pp | 75.1%+4.4pp | 67.9%+11.6pp |
| Annual return | -9.38% | -11.40%+2.0pp | 27.45%-36.8pp | -7.84%-1.5pp |
| Employer contribution / active EE | $2,035 | $2,746-25.9% | $3,635-44.0% | $2,596-21.6% |
| Participant deferral / active EE | $4,311 | $3,565+20.9% | $4,728-8.8% | $4,027+7.0% |
| Admin fee / account holder | $6,917 | $5,232+32.2% | $6,410+7.9% | $5,403+28.0% |