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 | $77,997 | $61,660+26.5% | $80,019-2.5% | $64,186+21.5% |
| Participation rate | 72.9% | 71.7%+1.2pp | 75.8%-2.9pp | 69.6%+3.3pp |
| Annual return | -6.07% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,295 | $1,810+26.8% | $2,468-7.0% | $2,381-3.6% |
| Participant deferral / active EE | $4,404 | $2,968+48.4% | $3,686+19.5% | $3,470+26.9% |
| Admin fee / account holder | $1,055 | $5,417-80.5% | $6,521-83.8% | $4,888-78.4% |