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 | $89,142 | $62,586+42.4% | $76,768+16.1% | $64,186+38.9% |
| Participation rate | 84.4% | 72.8%+11.6pp | 77.0%+7.5pp | 69.6%+14.9pp |
| Annual return | -5.92% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,942 | $1,832+6.0% | $2,485-21.8% | $2,381-18.4% |
| Participant deferral / active EE | $3,937 | $3,145+25.2% | $3,852+2.2% | $3,470+13.5% |
| Admin fee / account holder | $485 | $4,667-89.6% | $6,675-92.7% | $4,888-90.1% |