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 5-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 | $71,172 | $49,280+44.4% | $67,313+5.7% | $64,186+10.9% |
| Participation rate | 94.8% | 60.8%+34.0pp | 69.1%+25.7pp | 69.6%+25.2pp |
| Annual return | -4.43% | -1.39%-3.0pp | -4.08%-0.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,896 | $1,668+133.5% | $2,566+51.9% | $2,381+63.6% |
| Participant deferral / active EE | $1,844 | $2,484-25.8% | $3,568-48.3% | $3,470-46.9% |
| Admin fee / account holder | $1,874 | $3,863-51.5% | $4,507-58.4% | $4,888-61.7% |