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 | $70,659 | $42,383+66.7% | $76,523-7.7% | $64,186+10.1% |
| Participation rate | 97.8% | 58.1%+39.6pp | 68.0%+29.8pp | 69.6%+28.2pp |
| Annual return | -5.96% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $4,905 | $1,563+213.8% | $2,647+85.3% | $2,381+106.0% |
| Participant deferral / active EE | $1,879 | $2,566-26.8% | $3,835-51.0% | $3,470-45.9% |
| Admin fee / account holder | $10,712 | $3,198+235.0% | $4,848+121.0% | $4,888+119.2% |