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 | $74,804 | $53,596+39.6% | $90,645-17.5% | $64,186+16.5% |
| Participation rate | 72.7% | 64.5%+8.2pp | 74.0%-1.3pp | 69.6%+3.2pp |
| Annual return | -4.87% | 4.41%-9.3pp | 1.88%-6.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,141 | $1,503-24.1% | $2,532-54.9% | $2,381-52.1% |
| Participant deferral / active EE | $3,654 | $2,459+48.6% | $3,425+6.7% | $3,470+5.3% |
| Admin fee / account holder | $42,029 | $3,868+986.7% | $4,994+741.6% | $4,888+759.8% |