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 | $88,063 | $62,586+40.7% | $76,768+14.7% | $64,186+37.2% |
| Participation rate | 78.4% | 72.8%+5.6pp | 77.0%+1.4pp | 69.6%+8.8pp |
| Annual return | -7.03% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,076 | $1,832+13.3% | $2,485-16.5% | $2,381-12.8% |
| Participant deferral / active EE | $4,448 | $3,145+41.4% | $3,852+15.5% | $3,470+28.2% |
| Admin fee / account holder | $4,790 | $4,667+2.6% | $6,675-28.2% | $4,888-2.0% |