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 | $86,557 | $64,707+33.8% | $112,228-22.9% | $68,494+26.4% |
| Participation rate | 83.1% | 67.2%+15.9pp | 75.1%+8.0pp | 67.9%+15.2pp |
| Annual return | 3.64% | -11.40%+15.0pp | 27.45%-23.8pp | -7.84%+11.5pp |
| Employer contribution / active EE | $1,673 | $2,746-39.1% | $3,635-54.0% | $2,596-35.6% |
| Participant deferral / active EE | $2,850 | $3,565-20.1% | $4,728-39.7% | $4,027-29.2% |
| Admin fee / account holder | $6,646 | $5,232+27.0% | $6,410+3.7% | $5,403+23.0% |