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 | $72,639 | $43,327+67.7% | $59,878+21.3% | $64,186+13.2% |
| Participation rate | 97.7% | 69.2%+28.6pp | 74.7%+23.0pp | 69.6%+28.2pp |
| Annual return | -5.19% | -1.55%-3.6pp | 3.46%-8.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,249 | $2,028-38.4% | $2,722-54.1% | $2,381-47.6% |
| Participant deferral / active EE | $3,049 | $2,546+19.7% | $3,402-10.4% | $3,470-12.1% |
| Admin fee / account holder | $4,340 | $3,005+44.4% | $3,590+20.9% | $4,888-11.2% |