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 | $81,552 | $61,660+32.3% | $80,019+1.9% | $64,186+27.1% |
| Participation rate | 80.6% | 71.7%+9.0pp | 75.8%+4.8pp | 69.6%+11.1pp |
| Annual return | -5.71% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,754 | $1,810-3.1% | $2,468-28.9% | $2,381-26.3% |
| Participant deferral / active EE | $2,823 | $2,968-4.9% | $3,686-23.4% | $3,470-18.6% |
| Admin fee / account holder | $6,293 | $5,417+16.2% | $6,521-3.5% | $4,888+28.7% |