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 | $127,082 | $62,586+103.1% | $76,768+65.5% | $64,186+98.0% |
| Participation rate | 74.2% | 72.8%+1.4pp | 77.0%-2.8pp | 69.6%+4.6pp |
| Annual return | -3.91% | -1.95%-2.0pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,098 | $1,832-40.1% | $2,485-55.8% | $2,381-53.9% |
| Participant deferral / active EE | $2,815 | $3,145-10.5% | $3,852-26.9% | $3,470-18.9% |
| Admin fee / account holder | $2,052 | $4,667-56.0% | $6,675-69.3% | $4,888-58.0% |