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 | $77,313 | $54,726+41.3% | $68,793+12.4% | $64,186+20.5% |
| Participation rate | 70.4% | 68.0%+2.3pp | 72.2%-1.9pp | 69.6%+0.8pp |
| Annual return | -2.18% | -1.62%-0.6pp | -4.63%+2.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $994 | $1,846-46.1% | $2,625-62.1% | $2,381-58.2% |
| Participant deferral / active EE | $3,015 | $2,626+14.8% | $3,311-8.9% | $3,470-13.1% |
| Admin fee / account holder | $675 | $4,027-83.2% | $5,131-86.8% | $4,888-86.2% |