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 | $79,872 | $53,596+49.0% | $90,645-11.9% | $64,186+24.4% |
| Participation rate | 85.0% | 64.5%+20.5pp | 74.0%+11.0pp | 69.6%+15.4pp |
| Annual return | -5.47% | 4.41%-9.9pp | 1.88%-7.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $725 | $1,503-51.8% | $2,532-71.4% | $2,381-69.6% |
| Participant deferral / active EE | $3,230 | $2,459+31.4% | $3,425-5.7% | $3,470-6.9% |
| Admin fee / account holder | $3,196 | $3,868-17.4% | $4,994-36.0% | $4,888-34.6% |