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 | $73,152 | $52,836+38.5% | $105,738-30.8% | $64,186+14.0% |
| Participation rate | 70.4% | 66.5%+3.8pp | 76.3%-6.0pp | 69.6%+0.8pp |
| Annual return | -3.69% | 14.30%-18.0pp | 6.27%-10.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,285 | $1,827-29.7% | $3,268-60.7% | $2,381-46.0% |
| Participant deferral / active EE | $2,482 | $2,545-2.5% | $4,080-39.2% | $3,470-28.5% |
| Admin fee / account holder | $2,869 | $3,959-27.5% | $6,913-58.5% | $4,888-41.3% |