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 | $79,994 | $58,577+36.6% | $83,333-4.0% | $64,186+24.6% |
| Participation rate | 80.0% | 72.0%+8.0pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -4.86% | 9.65%-14.5pp | 10.63%-15.5pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,263 | $2,098+7.8% | $3,379-33.0% | $2,381-5.0% |
| Participant deferral / active EE | $4,074 | $4,654-12.5% | $5,565-26.8% | $3,470+17.4% |
| Admin fee / account holder | $1,927 | $9,275-79.2% | $7,510-74.3% | $4,888-60.6% |