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 | $69,529 | $61,660+12.8% | $80,019-13.1% | $64,186+8.3% |
| Participation rate | 91.7% | 71.7%+20.0pp | 75.8%+15.8pp | 69.6%+22.1pp |
| Annual return | -5.95% | -0.33%-5.6pp | 11.22%-17.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,086 | $1,810+15.2% | $2,468-15.5% | $2,381-12.4% |
| Participant deferral / active EE | $4,250 | $2,968+43.2% | $3,686+15.3% | $3,470+22.5% |
| Admin fee / account holder | $2,816 | $5,417-48.0% | $6,521-56.8% | $4,888-42.4% |