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 | $92,731 | $62,586+48.2% | $76,768+20.8% | $64,186+44.5% |
| Participation rate | 76.0% | 72.8%+3.2pp | 77.0%-1.0pp | 69.6%+6.4pp |
| Annual return | -6.68% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,193 | $1,832-34.9% | $2,485-52.0% | $2,381-49.9% |
| Participant deferral / active EE | $3,733 | $3,145+18.7% | $3,852-3.1% | $3,470+7.6% |
| Admin fee / account holder | $9,051 | $4,667+93.9% | $6,675+35.6% | $4,888+85.2% |