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 | $96,459 | $62,586+54.1% | $76,768+25.6% | $64,186+50.3% |
| Participation rate | 75.5% | 72.8%+2.7pp | 77.0%-1.5pp | 69.6%+5.9pp |
| Annual return | -4.00% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,572 | $1,832-14.2% | $2,485-36.8% | $2,381-34.0% |
| Participant deferral / active EE | $3,232 | $3,145+2.8% | $3,852-16.1% | $3,470-6.9% |
| Admin fee / account holder | $13,804 | $4,667+195.8% | $6,675+106.8% | $4,888+182.4% |