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 | $87,968 | $50,958+72.6% | $74,550+18.0% | $64,186+37.1% |
| Participation rate | 76.3% | 61.1%+15.2pp | 69.1%+7.1pp | 69.6%+6.7pp |
| Annual return | -7.10% | -1.86%-5.2pp | 32.53%-39.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,111 | $1,115-0.4% | $1,961-43.3% | $2,381-53.3% |
| Participant deferral / active EE | $3,759 | $2,301+63.3% | $3,108+20.9% | $3,470+8.3% |
| Admin fee / account holder | $9,871 | $4,223+133.8% | $5,060+95.1% | $4,888+101.9% |