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 | $74,525 | $71,883+3.7% | $86,677-14.0% | $68,494+8.8% |
| Participation rate | 72.1% | 72.2%-0.1pp | 76.6%-4.5pp | 67.9%+4.2pp |
| Annual return | -6.33% | 3.52%-9.9pp | 35.91%-42.2pp | -7.84%+1.5pp |
| Employer contribution / active EE | $1,398 | $2,173-35.7% | $2,836-50.7% | $2,596-46.2% |
| Participant deferral / active EE | $2,731 | $3,779-27.7% | $4,656-41.3% | $4,027-32.2% |
| Admin fee / account holder | $3,613 | $6,112-40.9% | $7,493-51.8% | $5,403-33.1% |