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 | $102,724 | $72,388+41.9% | $111,392-7.8% | $64,186+60.0% |
| Participation rate | 76.0% | 70.5%+5.5pp | 78.9%-2.9pp | 69.6%+6.4pp |
| Annual return | -5.49% | -1.50%-4.0pp | -2.06%-3.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,786 | $3,000-40.5% | $4,328-58.7% | $2,381-25.0% |
| Participant deferral / active EE | $4,998 | $4,241+17.8% | $5,567-10.2% | $3,470+44.1% |
| Admin fee / account holder | $6,519 | $5,719+14.0% | $12,266-46.9% | $4,888+33.4% |