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 | $98,708 | $50,958+93.7% | $74,550+32.4% | $64,186+53.8% |
| Participation rate | 70.2% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.6pp |
| Annual return | -3.06% | -1.86%-1.2pp | 32.53%-35.6pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,107 | $1,115-0.7% | $1,961-43.5% | $2,381-53.5% |
| Participant deferral / active EE | $3,276 | $2,301+42.4% | $3,108+5.4% | $3,470-5.6% |
| Admin fee / account holder | $2,723 | $4,223-35.5% | $5,060-46.2% | $4,888-44.3% |