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 | $71,410 | $56,484+26.4% | $169,463-57.9% | $64,186+11.3% |
| Participation rate | 90.2% | 64.5%+25.7pp | 77.8%+12.5pp | 69.6%+20.7pp |
| Annual return | -5.85% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $4,037 | $1,832+120.3% | $4,159-2.9% | $2,381+69.6% |
| Participant deferral / active EE | $6,695 | $3,448+94.2% | $5,277+26.9% | $3,470+93.0% |
| Admin fee / account holder | $9,277 | $4,174+122.2% | $9,109+1.8% | $4,888+89.8% |