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 | $76,316 | $54,726+39.5% | $68,793+10.9% | $64,186+18.9% |
| Participation rate | 75.8% | 68.0%+7.7pp | 72.2%+3.5pp | 69.6%+6.2pp |
| Annual return | -5.84% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,291 | $1,846-30.1% | $2,625-50.8% | $2,381-45.8% |
| Participant deferral / active EE | $3,137 | $2,626+19.4% | $3,311-5.3% | $3,470-9.6% |
| Admin fee / account holder | $428 | $4,027-89.4% | $5,131-91.7% | $4,888-91.2% |