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 | $83,674 | $58,577+42.8% | $83,333+0.4% | $64,186+30.4% |
| Participation rate | 76.8% | 72.0%+4.8pp | 77.8%-0.9pp | 69.6%+7.2pp |
| Annual return | -4.86% | 9.65%-14.5pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,275 | $2,098-39.2% | $3,379-62.3% | $2,381-46.4% |
| Participant deferral / active EE | $2,941 | $4,654-36.8% | $5,565-47.1% | $3,470-15.2% |
| Admin fee / account holder | $9,908 | $9,275+6.8% | $7,510+31.9% | $4,888+102.7% |