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 | $81,334 | $62,586+30.0% | $76,768+5.9% | $64,186+26.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -6.27% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,080 | $1,832-41.1% | $2,485-56.6% | $2,381-54.6% |
| Participant deferral / active EE | $1,994 | $3,145-36.6% | $3,852-48.2% | $3,470-42.5% |
| Admin fee / account holder | $2,998 | $4,667-35.8% | $6,675-55.1% | $4,888-38.7% |