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 | $77,932 | $62,586+24.5% | $76,768+1.5% | $64,186+21.4% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | -1.43% | -1.95%+0.5pp | 2.43%-3.9pp | 7.63%-9.1pp |
| Employer contribution / active EE | $2,310 | $1,832+26.1% | $2,485-7.0% | $2,381-3.0% |
| Participant deferral / active EE | $5,644 | $3,145+79.5% | $3,852+46.5% | $3,470+62.7% |
| Admin fee / account holder | $7,023 | $4,667+50.5% | $6,675+5.2% | $4,888+43.7% |