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 | $80,841 | $56,484+43.1% | $169,463-52.3% | $64,186+25.9% |
| Participation rate | 84.0% | 64.5%+19.5pp | 77.8%+6.2pp | 69.6%+14.4pp |
| Annual return | -6.99% | -1.55%-5.4pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $2,251 | $1,832+22.9% | $4,159-45.9% | $2,381-5.4% |
| Participant deferral / active EE | $6,737 | $3,448+95.4% | $5,277+27.7% | $3,470+94.2% |
| Admin fee / account holder | $2,522 | $4,174-39.6% | $9,109-72.3% | $4,888-48.4% |