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 | $77,577 | $62,586+24.0% | $76,768+1.1% | $64,186+20.9% |
| Participation rate | 97.6% | 72.8%+24.8pp | 77.0%+20.7pp | 69.6%+28.1pp |
| Annual return | -6.54% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,953 | $1,832+6.6% | $2,485-21.4% | $2,381-18.0% |
| Participant deferral / active EE | $4,936 | $3,145+57.0% | $3,852+28.2% | $3,470+42.3% |
| Admin fee / account holder | $1,280 | $4,667-72.6% | $6,675-80.8% | $4,888-73.8% |