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 | $84,669 | $54,726+54.7% | $68,793+23.1% | $64,186+31.9% |
| Participation rate | 80.8% | 68.0%+12.7pp | 72.2%+8.5pp | 69.6%+11.2pp |
| Annual return | -5.77% | -1.62%-4.2pp | -4.63%-1.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,111 | $1,846-39.8% | $2,625-57.7% | $2,381-53.3% |
| Participant deferral / active EE | $3,012 | $2,626+14.7% | $3,311-9.0% | $3,470-13.2% |
| Admin fee / account holder | $3,200 | $4,027-20.5% | $5,131-37.6% | $4,888-34.5% |