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 | $81,614 | $43,327+88.4% | $59,878+36.3% | $64,186+27.2% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | -3.46% | -1.55%-1.9pp | 3.46%-6.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,403 | $2,028-30.8% | $2,722-48.4% | $2,381-41.1% |
| Participant deferral / active EE | $2,523 | $2,546-0.9% | $3,402-25.8% | $3,470-27.3% |
| Admin fee / account holder | $5,035 | $3,005+67.6% | $3,590+40.2% | $4,888+3.0% |