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 | $90,424 | $71,883+25.8% | $86,677+4.3% | $68,494+32.0% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -18.77% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,550 | $2,173+17.4% | $2,836-10.1% | $2,596-1.8% |
| Participant deferral / active EE | $6,097 | $3,779+61.4% | $4,656+31.0% | $4,027+51.4% |
| Admin fee / account holder | $7,307 | $6,112+19.6% | $7,493-2.5% | $5,403+35.3% |