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 | $113,942 | $61,660+84.8% | $80,019+42.4% | $64,186+77.5% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -6.05% | -0.33%-5.7pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,742 | $1,810-3.8% | $2,468-29.4% | $2,381-26.8% |
| Participant deferral / active EE | $3,774 | $2,968+27.2% | $3,686+2.4% | $3,470+8.8% |
| Admin fee / account holder | $3,276 | $5,417-39.5% | $6,521-49.8% | $4,888-33.0% |