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 | $87,153 | $62,586+39.3% | $76,768+13.5% | $64,186+35.8% |
| Participation rate | 91.1% | 72.8%+18.3pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -5.89% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,442 | $1,832-21.3% | $2,485-42.0% | $2,381-39.4% |
| Participant deferral / active EE | $3,731 | $3,145+18.7% | $3,852-3.1% | $3,470+7.5% |
| Admin fee / account holder | $4,785 | $4,667+2.5% | $6,675-28.3% | $4,888-2.1% |