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 | $80,271 | $49,280+62.9% | $67,313+19.3% | $64,186+25.1% |
| Participation rate | 89.0% | 60.8%+28.2pp | 69.1%+19.9pp | 69.6%+19.4pp |
| Annual return | -5.15% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,457 | $1,668-12.7% | $2,566-43.2% | $2,381-38.8% |
| Participant deferral / active EE | $3,287 | $2,484+32.3% | $3,568-7.9% | $3,470-5.3% |
| Admin fee / account holder | $1,679 | $3,863-56.5% | $4,507-62.7% | $4,888-65.6% |