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 | $67,336 | $43,327+55.4% | $59,878+12.5% | $64,186+4.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -1.83% | -1.55%-0.3pp | 3.46%-5.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,001 | $2,028-50.7% | $2,722-63.2% | $2,381-58.0% |
| Participant deferral / active EE | $1,979 | $2,546-22.3% | $3,402-41.8% | $3,470-43.0% |
| Admin fee / account holder | $3,816 | $3,005+27.0% | $3,590+6.3% | $4,888-21.9% |