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 | $91,001 | $54,726+66.3% | $68,793+32.3% | $64,186+41.8% |
| Participation rate | 76.0% | 68.0%+8.0pp | 72.2%+3.8pp | 69.6%+6.4pp |
| Annual return | -7.10% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,273 | $1,846-31.0% | $2,625-51.5% | $2,381-46.5% |
| Participant deferral / active EE | $3,369 | $2,626+28.3% | $3,311+1.7% | $3,470-2.9% |
| Admin fee / account holder | $659 | $4,027-83.6% | $5,131-87.1% | $4,888-86.5% |