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 | $102,216 | $62,586+63.3% | $76,768+33.1% | $64,186+59.3% |
| Participation rate | 74.4% | 72.8%+1.6pp | 77.0%-2.5pp | 69.6%+4.9pp |
| Annual return | -5.77% | -1.95%-3.8pp | 2.43%-8.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,871 | $1,832+2.1% | $2,485-24.7% | $2,381-21.4% |
| Participant deferral / active EE | $6,285 | $3,145+99.9% | $3,852+63.2% | $3,470+81.2% |
| Admin fee / account holder | $3,579 | $4,667-23.3% | $6,675-46.4% | $4,888-26.8% |