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 | $81,882 | $77,813+5.2% | $123,544-33.7% | $64,186+27.6% |
| Participation rate | 94.7% | 74.7%+20.0pp | 82.3%+12.4pp | 69.6%+25.2pp |
| Annual return | -6.42% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $918 | $3,014-69.5% | $4,628-80.2% | $2,381-61.4% |
| Participant deferral / active EE | $3,793 | $5,240-27.6% | $6,426-41.0% | $3,470+9.3% |
| Admin fee / account holder | $3,717 | $5,519-32.6% | $9,284-60.0% | $4,888-24.0% |