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 | $76,941 | $62,586+22.9% | $76,768+0.2% | $64,186+19.9% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.3pp | 69.6%+7.1pp |
| Annual return | -7.01% | -1.95%-5.1pp | 2.43%-9.4pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,242 | $1,832-32.2% | $2,485-50.0% | $2,381-47.8% |
| Participant deferral / active EE | $2,759 | $3,145-12.3% | $3,852-28.4% | $3,470-20.5% |
| Admin fee / account holder | $963 | $4,667-79.4% | $6,675-85.6% | $4,888-80.3% |