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 | $81,597 | $58,577+39.3% | $83,333-2.1% | $64,186+27.1% |
| Participation rate | 92.1% | 72.0%+20.1pp | 77.8%+14.4pp | 69.6%+22.6pp |
| Annual return | -6.64% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,293 | $2,098+9.3% | $3,379-32.1% | $2,381-3.7% |
| Participant deferral / active EE | $6,537 | $4,654+40.5% | $5,565+17.5% | $3,470+88.4% |
| Admin fee / account holder | $1,486 | $9,275-84.0% | $7,510-80.2% | $4,888-69.6% |