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 | $76,532 | $49,280+55.3% | $67,313+13.7% | $64,186+19.2% |
| Participation rate | 98.1% | 60.8%+37.3pp | 69.1%+29.0pp | 69.6%+28.5pp |
| Annual return | -6.15% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $3,167 | $1,668+89.8% | $2,566+23.4% | $2,381+33.0% |
| Participant deferral / active EE | $2,748 | $2,484+10.6% | $3,568-23.0% | $3,470-20.8% |
| Admin fee / account holder | $3,181 | $3,863-17.6% | $4,507-29.4% | $4,888-34.9% |