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 | $66,798 | $50,958+31.1% | $74,550-10.4% | $64,186+4.1% |
| Participation rate | 92.9% | 61.1%+31.9pp | 69.1%+23.8pp | 69.6%+23.4pp |
| Annual return | -6.96% | -1.86%-5.1pp | 32.53%-39.5pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,538 | $1,115+37.9% | $1,961-21.6% | $2,381-35.4% |
| Participant deferral / active EE | $3,388 | $2,301+47.2% | $3,108+9.0% | $3,470-2.4% |
| Admin fee / account holder | $2,026 | $4,223-52.0% | $5,060-60.0% | $4,888-58.6% |