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 | $71,330 | $56,484+26.3% | $169,463-57.9% | $64,186+11.1% |
| Participation rate | 94.0% | 64.5%+29.5pp | 77.8%+16.2pp | 69.6%+24.5pp |
| Annual return | -3.75% | -1.55%-2.2pp | 1.83%-5.6pp | 7.63%-11.4pp |
| Employer contribution / active EE | $2,989 | $1,832+63.1% | $4,159-28.1% | $2,381+25.5% |
| Participant deferral / active EE | $4,930 | $3,448+43.0% | $5,277-6.6% | $3,470+42.1% |
| Admin fee / account holder | $10,119 | $4,174+142.4% | $9,109+11.1% | $4,888+107.0% |