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 | $89,247 | $53,596+66.5% | $90,645-1.5% | $64,186+39.0% |
| Participation rate | 76.3% | 64.5%+11.8pp | 74.0%+2.2pp | 69.6%+6.7pp |
| Annual return | -6.74% | 4.41%-11.2pp | 1.88%-8.6pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,139 | $1,503-24.2% | $2,532-55.0% | $2,381-52.2% |
| Participant deferral / active EE | $3,224 | $2,459+31.1% | $3,425-5.9% | $3,470-7.1% |
| Admin fee / account holder | $2,463 | $3,868-36.3% | $4,994-50.7% | $4,888-49.6% |