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 | $77,914 | $77,813+0.1% | $123,544-36.9% | $64,186+21.4% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | -5.20% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,578 | $3,014-14.5% | $4,628-44.3% | $2,381+8.3% |
| Participant deferral / active EE | $5,112 | $5,240-2.4% | $6,426-20.4% | $3,470+47.3% |
| Admin fee / account holder | $3,195 | $5,519-42.1% | $9,284-65.6% | $4,888-34.6% |