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 | $131,867 | $62,586+110.7% | $76,768+71.8% | $64,186+105.4% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | -4.27% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,277 | $1,832-30.3% | $2,485-48.6% | $2,381-46.4% |
| Participant deferral / active EE | $5,531 | $3,145+75.9% | $3,852+43.6% | $3,470+59.4% |
| Admin fee / account holder | $3,724 | $4,667-20.2% | $6,675-44.2% | $4,888-23.8% |