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 | $80,174 | $62,586+28.1% | $76,768+4.4% | $64,186+24.9% |
| Participation rate | 82.2% | 72.8%+9.4pp | 77.0%+5.3pp | 69.6%+12.7pp |
| Annual return | 0.06% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,019 | $1,832-44.4% | $2,485-59.0% | $2,381-57.2% |
| Participant deferral / active EE | $3,792 | $3,145+20.6% | $3,852-1.6% | $3,470+9.3% |
| Admin fee / account holder | $1,013 | $4,667-78.3% | $6,675-84.8% | $4,888-79.3% |