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 | $118,628 | $43,327+173.8% | $59,878+98.1% | $64,186+84.8% |
| Participation rate | 74.1% | 69.2%+4.9pp | 74.7%-0.6pp | 69.6%+4.5pp |
| Annual return | -5.99% | -1.55%-4.4pp | 3.46%-9.5pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,912 | $2,028-5.7% | $2,722-29.7% | $2,381-19.7% |
| Participant deferral / active EE | $4,838 | $2,546+90.0% | $3,402+42.2% | $3,470+39.4% |
| Admin fee / account holder | $1,343 | $3,005-55.3% | $3,590-62.6% | $4,888-72.5% |