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 | $71,864 | $56,484+27.2% | $169,463-57.6% | $64,186+12.0% |
| Participation rate | 76.9% | 64.5%+12.4pp | 77.8%-0.9pp | 69.6%+7.4pp |
| Annual return | -4.08% | -1.55%-2.5pp | 1.83%-5.9pp | 7.63%-11.7pp |
| Employer contribution / active EE | $903 | $1,832-50.7% | $4,159-78.3% | $2,381-62.1% |
| Participant deferral / active EE | $1,696 | $3,448-50.8% | $5,277-67.9% | $3,470-51.1% |
| Admin fee / account holder | $1,925 | $4,174-53.9% | $9,109-78.9% | $4,888-60.6% |