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 | $55,644 | $211,958-73.7% | $169,463-67.2% | $135,375-58.9% |
| Participation rate | 81.0% | 82.6%-1.7pp | 77.8%+3.2pp | 82.6%-1.7pp |
| Annual return | -5.43% | 3.26%-8.7pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,723 | $5,120+11.8% | $4,159+37.6% | $4,779+19.8% |
| Participant deferral / active EE | $7,449 | $6,075+22.6% | $5,277+41.2% | $5,609+32.8% |
| Admin fee / account holder | $9,957 | $11,471-13.2% | $9,109+9.3% | $10,827-8.0% |