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 | $71,556 | $62,586+14.3% | $76,768-6.8% | $64,186+11.5% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.8pp |
| Annual return | -5.98% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,297 | $1,832-29.2% | $2,485-47.8% | $2,381-45.5% |
| Participant deferral / active EE | $3,833 | $3,145+21.9% | $3,852-0.5% | $3,470+10.5% |
| Admin fee / account holder | $7,711 | $4,667+65.2% | $6,675+15.5% | $4,888+57.8% |