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 | $100,501 | $50,958+97.2% | $74,550+34.8% | $64,186+56.6% |
| Participation rate | 80.4% | 61.1%+19.4pp | 69.1%+11.3pp | 69.6%+10.8pp |
| Annual return | -2.90% | -1.86%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,122 | $1,115+0.6% | $1,961-42.8% | $2,381-52.9% |
| Participant deferral / active EE | $3,247 | $2,301+41.1% | $3,108+4.5% | $3,470-6.4% |
| Admin fee / account holder | $4,374 | $4,223+3.6% | $5,060-13.6% | $4,888-10.5% |