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 | $115,666 | $61,660+87.6% | $80,019+44.5% | $64,186+80.2% |
| Participation rate | 71.1% | 71.7%-0.6pp | 75.8%-4.8pp | 69.6%+1.5pp |
| Annual return | -4.51% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $967 | $1,810-46.6% | $2,468-60.8% | $2,381-59.4% |
| Participant deferral / active EE | $2,001 | $2,968-32.6% | $3,686-45.7% | $3,470-42.3% |
| Admin fee / account holder | $4,781 | $5,417-11.7% | $6,521-26.7% | $4,888-2.2% |