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 | $88,172 | $62,586+40.9% | $76,768+14.9% | $64,186+37.4% |
| Participation rate | 78.8% | 72.8%+6.0pp | 77.0%+1.8pp | 69.6%+9.2pp |
| Annual return | -5.50% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $929 | $1,832-49.3% | $2,485-62.6% | $2,381-61.0% |
| Participant deferral / active EE | $3,451 | $3,145+9.8% | $3,852-10.4% | $3,470-0.5% |
| Admin fee / account holder | $5,247 | $4,667+12.4% | $6,675-21.4% | $4,888+7.3% |