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 | $60,627 | $52,836+14.7% | $105,738-42.7% | $64,186-5.5% |
| Participation rate | 74.0% | 66.5%+7.5pp | 76.3%-2.3pp | 69.6%+4.4pp |
| Annual return | -5.75% | 14.30%-20.0pp | 6.27%-12.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $2,869 | $1,827+57.0% | $3,268-12.2% | $2,381+20.5% |
| Participant deferral / active EE | $3,765 | $2,545+47.9% | $4,080-7.7% | $3,470+8.5% |
| Admin fee / account holder | $4,375 | $3,959+10.5% | $6,913-36.7% | $4,888-10.5% |