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 | $87,079 | $56,484+54.2% | $169,463-48.6% | $64,186+35.7% |
| Participation rate | 89.7% | 64.5%+25.1pp | 77.8%+11.9pp | 69.6%+20.1pp |
| Annual return | -5.29% | -1.55%-3.7pp | 1.83%-7.1pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,589 | $1,832+41.3% | $4,159-37.8% | $2,381+8.7% |
| Participant deferral / active EE | $4,515 | $3,448+30.9% | $5,277-14.4% | $3,470+30.1% |
| Admin fee / account holder | $5,104 | $4,174+22.3% | $9,109-44.0% | $4,888+4.4% |