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 | $100,673 | $62,586+60.9% | $76,768+31.1% | $64,186+56.8% |
| Participation rate | 70.2% | 72.8%-2.6pp | 77.0%-6.8pp | 69.6%+0.6pp |
| Annual return | -6.16% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,547 | $1,832+93.6% | $2,485+42.7% | $2,381+49.0% |
| Participant deferral / active EE | $4,953 | $3,145+57.5% | $3,852+28.6% | $3,470+42.7% |
| Admin fee / account holder | $7,459 | $4,667+59.8% | $6,675+11.7% | $4,888+52.6% |