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 | $80,655 | $53,596+50.5% | $90,645-11.0% | $64,186+25.7% |
| Participation rate | 81.6% | 64.5%+17.1pp | 74.0%+7.6pp | 69.6%+12.1pp |
| Annual return | -4.89% | 4.41%-9.3pp | 1.88%-6.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,967 | $1,503+163.9% | $2,532+56.7% | $2,381+66.6% |
| Participant deferral / active EE | $3,694 | $2,459+50.2% | $3,425+7.9% | $3,470+6.5% |
| Admin fee / account holder | $60,031 | $3,868+1452.1% | $4,994+1102.1% | $4,888+1128.1% |