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 | $86,494 | $62,586+38.2% | $76,768+12.7% | $64,186+34.8% |
| Participation rate | 89.2% | 72.8%+16.4pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | -6.19% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,056 | $1,832-42.3% | $2,485-57.5% | $2,381-55.6% |
| Participant deferral / active EE | $5,302 | $3,145+68.6% | $3,852+37.7% | $3,470+52.8% |
| Admin fee / account holder | $2,674 | $4,667-42.7% | $6,675-59.9% | $4,888-45.3% |