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 | $81,471 | $62,586+30.2% | $76,768+6.1% | $64,186+26.9% |
| Participation rate | 70.3% | 72.8%-2.5pp | 77.0%-6.6pp | 69.6%+0.7pp |
| Annual return | -5.24% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,448 | $1,832-20.9% | $2,485-41.7% | $2,381-39.2% |
| Participant deferral / active EE | $3,161 | $3,145+0.5% | $3,852-17.9% | $3,470-8.9% |
| Admin fee / account holder | $8,591 | $4,667+84.1% | $6,675+28.7% | $4,888+75.8% |