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 | $70,440 | $49,280+42.9% | $67,313+4.6% | $64,186+9.7% |
| Participation rate | 80.0% | 60.8%+19.2pp | 69.1%+10.9pp | 69.6%+10.4pp |
| Annual return | -5.90% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,260 | $1,668+35.5% | $2,566-11.9% | $2,381-5.1% |
| Participant deferral / active EE | $3,447 | $2,484+38.8% | $3,568-3.4% | $3,470-0.6% |
| Admin fee / account holder | $7,050 | $3,863+82.5% | $4,507+56.4% | $4,888+44.2% |