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 | $78,756 | $54,726+43.9% | $68,793+14.5% | $64,186+22.7% |
| Participation rate | 95.3% | 68.0%+27.3pp | 72.2%+23.1pp | 69.6%+25.8pp |
| Annual return | -2.82% | -1.62%-1.2pp | -4.63%+1.8pp | 7.63%-10.5pp |
| Employer contribution / active EE | $2,903 | $1,846+57.2% | $2,625+10.6% | $2,381+21.9% |
| Participant deferral / active EE | $1,965 | $2,626-25.2% | $3,311-40.6% | $3,470-43.4% |
| Admin fee / account holder | $25,820 | $4,027+541.2% | $5,131+403.3% | $4,888+428.2% |