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 | $115,942 | $54,726+111.9% | $68,793+68.5% | $64,186+80.6% |
| Participation rate | 74.2% | 68.0%+6.1pp | 72.2%+1.9pp | 69.6%+4.6pp |
| Annual return | -3.64% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,445 | $1,846-21.7% | $2,625-45.0% | $2,381-39.3% |
| Participant deferral / active EE | $3,063 | $2,626+16.6% | $3,311-7.5% | $3,470-11.7% |
| Admin fee / account holder | $9,247 | $4,027+129.6% | $5,131+80.2% | $4,888+89.2% |