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 | $91,830 | $59,805+53.5% | $79,550+15.4% | $68,494+34.1% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.5%+22.5pp | 67.9%+24.1pp |
| Annual return | -7.33% | -12.30%+5.0pp | 0.16%-7.5pp | -7.84%+0.5pp |
| Employer contribution / active EE | $2,529 | $1,505+68.1% | $2,413+4.8% | $2,596-2.6% |
| Participant deferral / active EE | $5,114 | $3,024+69.1% | $3,985+28.3% | $4,027+27.0% |
| Admin fee / account holder | $4,757 | $4,835-1.6% | $6,832-30.4% | $5,403-12.0% |