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 | $90,523 | $56,484+60.3% | $169,463-46.6% | $64,186+41.0% |
| Participation rate | 78.4% | 64.5%+13.9pp | 77.8%+0.6pp | 69.6%+8.9pp |
| Annual return | -3.42% | -1.55%-1.9pp | 1.83%-5.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,817 | $1,832-0.9% | $4,159-56.3% | $2,381-23.7% |
| Participant deferral / active EE | $3,481 | $3,448+1.0% | $5,277-34.0% | $3,470+0.3% |
| Admin fee / account holder | $32,611 | $4,174+681.3% | $9,109+258.0% | $4,888+567.2% |