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 | $98,920 | $62,586+58.1% | $76,768+28.9% | $64,186+54.1% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -2.62% | -1.95%-0.7pp | 2.43%-5.0pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,955 | $1,832+6.7% | $2,485-21.3% | $2,381-17.9% |
| Participant deferral / active EE | $5,097 | $3,145+62.1% | $3,852+32.3% | $3,470+46.9% |
| Admin fee / account holder | $5,033 | $4,667+7.8% | $6,675-24.6% | $4,888+3.0% |