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 | $91,938 | $62,586+46.9% | $76,768+19.8% | $64,186+43.2% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -6.56% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $693 | $1,832-62.2% | $2,485-72.1% | $2,381-70.9% |
| Participant deferral / active EE | $3,104 | $3,145-1.3% | $3,852-19.4% | $3,470-10.5% |
| Admin fee / account holder | $1,714 | $4,667-63.3% | $6,675-74.3% | $4,888-64.9% |