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 | $104,193 | $62,586+66.5% | $76,768+35.7% | $64,186+62.3% |
| Participation rate | 71.4% | 72.8%-1.4pp | 77.0%-5.5pp | 69.6%+1.9pp |
| Annual return | -5.75% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,830 | $1,832-0.1% | $2,485-26.3% | $2,381-23.1% |
| Participant deferral / active EE | $6,852 | $3,145+117.9% | $3,852+77.9% | $3,470+97.5% |
| Admin fee / account holder | $785 | $4,667-83.2% | $6,675-88.2% | $4,888-83.9% |