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 | $107,576 | $59,805+79.9% | $79,550+35.2% | $68,494+57.1% |
| Participation rate | 75.0% | 61.1%+13.9pp | 69.5%+5.5pp | 67.9%+7.1pp |
| Annual return | -17.38% | -12.30%-5.1pp | 0.16%-17.5pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,348 | $1,505+56.0% | $2,413-2.7% | $2,596-9.6% |
| Participant deferral / active EE | $4,034 | $3,024+33.4% | $3,985+1.2% | $4,027+0.2% |
| Admin fee / account holder | $2,616 | $4,835-45.9% | $6,832-61.7% | $5,403-51.6% |