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 | $70,203 | $45,438+54.5% | $80,004-12.3% | $59,632+17.7% |
| Participation rate | 70.4% | 63.7%+6.6pp | 73.0%-2.6pp | 68.7%+1.7pp |
| Annual return | -0.31% | 5.10%-5.4pp | 7.63%-7.9pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,274 | $1,236+3.1% | $2,473-48.5% | $2,203-42.1% |
| Participant deferral / active EE | $3,572 | $2,231+60.1% | $3,204+11.5% | $3,192+11.9% |
| Admin fee / account holder | $4,020 | $3,464+16.1% | $5,033-20.1% | $4,297-6.4% |