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 | $80,005 | $58,577+36.6% | $83,333-4.0% | $64,186+24.6% |
| Participation rate | 86.2% | 72.0%+14.2pp | 77.8%+8.4pp | 69.6%+16.6pp |
| Annual return | -6.67% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,886 | $2,098-10.1% | $3,379-44.2% | $2,381-20.8% |
| Participant deferral / active EE | $3,382 | $4,654-27.3% | $5,565-39.2% | $3,470-2.5% |
| Admin fee / account holder | $16,499 | $9,275+77.9% | $7,510+119.7% | $4,888+237.5% |