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 | $73,705 | $52,836+39.5% | $105,738-30.3% | $64,186+14.8% |
| Participation rate | 75.3% | 66.5%+8.7pp | 76.3%-1.0pp | 69.6%+5.7pp |
| Annual return | -2.97% | 14.30%-17.3pp | 6.27%-9.2pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,866 | $1,827+2.1% | $3,268-42.9% | $2,381-21.6% |
| Participant deferral / active EE | $3,693 | $2,545+45.1% | $4,080-9.5% | $3,470+6.4% |
| Admin fee / account holder | $2,522 | $3,959-36.3% | $6,913-63.5% | $4,888-48.4% |