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 | $84,445 | $43,483+94.2% | $54,726+54.3% | $64,186+31.6% |
| Participation rate | 80.6% | 72.2%+8.4pp | 79.1%+1.4pp | 69.6%+11.0pp |
| Annual return | -4.01% | -1.03%-3.0pp | -4.56%+0.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $3,085 | $2,632+17.2% | $3,449-10.6% | $2,381+29.6% |
| Participant deferral / active EE | $3,200 | $3,102+3.2% | $3,953-19.0% | $3,470-7.8% |
| Admin fee / account holder | $6,980 | $4,250+64.2% | $3,818+82.8% | $4,888+42.8% |