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 | $81,044 | $62,586+29.5% | $76,768+5.6% | $64,186+26.3% |
| Participation rate | 92.1% | 72.8%+19.3pp | 77.0%+15.1pp | 69.6%+22.5pp |
| Annual return | -6.14% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $672 | $1,832-63.3% | $2,485-73.0% | $2,381-71.8% |
| Participant deferral / active EE | $4,338 | $3,145+38.0% | $3,852+12.6% | $3,470+25.0% |
| Admin fee / account holder | $3,009 | $4,667-35.5% | $6,675-54.9% | $4,888-38.5% |