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 | $86,425 | $53,596+61.3% | $90,645-4.7% | $64,186+34.6% |
| Participation rate | 77.2% | 64.5%+12.7pp | 74.0%+3.2pp | 69.6%+7.6pp |
| Annual return | -5.34% | 4.41%-9.8pp | 1.88%-7.2pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,425 | $1,503-5.2% | $2,532-43.7% | $2,381-40.2% |
| Participant deferral / active EE | $3,940 | $2,459+60.3% | $3,425+15.1% | $3,470+13.6% |
| Admin fee / account holder | $6,239 | $3,868+61.3% | $4,994+24.9% | $4,888+27.6% |