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 | $79,836 | $43,327+84.3% | $59,878+33.3% | $64,186+24.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.42% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $752 | $2,028-62.9% | $2,722-72.4% | $2,381-68.4% |
| Participant deferral / active EE | $2,515 | $2,546-1.2% | $3,402-26.1% | $3,470-27.5% |
| Admin fee / account holder | $4,920 | $3,005+63.7% | $3,590+37.0% | $4,888+0.6% |