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 | $69,845 | $49,280+41.7% | $67,313+3.8% | $64,186+8.8% |
| Participation rate | 81.7% | 60.8%+20.9pp | 69.1%+12.6pp | 69.6%+12.1pp |
| Annual return | -5.92% | -1.39%-4.5pp | -4.08%-1.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,093 | $1,668+25.5% | $2,566-18.4% | $2,381-12.1% |
| Participant deferral / active EE | $5,072 | $2,484+104.2% | $3,568+42.1% | $3,470+46.2% |
| Admin fee / account holder | $11,566 | $3,863+199.4% | $4,507+156.6% | $4,888+136.6% |