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 | $88,400 | $62,586+41.2% | $76,768+15.2% | $64,186+37.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.90% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,936 | $1,832+5.7% | $2,485-22.1% | $2,381-18.7% |
| Participant deferral / active EE | $3,233 | $3,145+2.8% | $3,852-16.0% | $3,470-6.8% |
| Admin fee / account holder | $9,907 | $4,667+112.3% | $6,675+48.4% | $4,888+102.7% |