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 | $65,627 | $43,327+51.5% | $59,878+9.6% | $64,186+2.2% |
| Participation rate | 91.9% | 69.2%+22.7pp | 74.7%+17.2pp | 69.6%+22.3pp |
| Annual return | 1.27% | -1.55%+2.8pp | 3.46%-2.2pp | 7.63%-6.4pp |
| Employer contribution / active EE | $5,089 | $2,028+150.9% | $2,722+87.0% | $2,381+113.8% |
| Participant deferral / active EE | $4,249 | $2,546+66.9% | $3,402+24.9% | $3,470+22.5% |
| Admin fee / account holder | $1,316 | $3,005-56.2% | $3,590-63.3% | $4,888-73.1% |