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 | $91,056 | $61,660+47.7% | $80,019+13.8% | $64,186+41.9% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | -7.00% | -0.33%-6.7pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,890 | $1,810+4.4% | $2,468-23.4% | $2,381-20.6% |
| Participant deferral / active EE | $5,371 | $2,968+81.0% | $3,686+45.7% | $3,470+54.8% |
| Admin fee / account holder | $6,453 | $5,417+19.1% | $6,521-1.0% | $4,888+32.0% |