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 | $83,030 | $61,660+34.7% | $80,019+3.8% | $64,186+29.4% |
| Participation rate | 80.0% | 71.7%+8.3pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | -6.45% | -0.33%-6.1pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,561 | $1,810-13.8% | $2,468-36.8% | $2,381-34.4% |
| Participant deferral / active EE | $5,077 | $2,968+71.1% | $3,686+37.7% | $3,470+46.3% |
| Admin fee / account holder | $18,832 | $5,417+247.6% | $6,521+188.8% | $4,888+285.3% |