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 | $91,702 | $110,094-16.7% | $151,611-39.5% | $68,494+33.9% |
| Participation rate | 96.8% | 84.0%+12.9pp | 87.5%+9.3pp | 67.9%+28.9pp |
| Annual return | -5.96% | -10.12%+4.2pp | 3.33%-9.3pp | -7.84%+1.9pp |
| Employer contribution / active EE | $3,219 | $4,471-28.0% | $6,166-47.8% | $2,596+24.0% |
| Participant deferral / active EE | $4,241 | $6,527-35.0% | $8,363-49.3% | $4,027+5.3% |
| Admin fee / account holder | $9,977 | $7,719+29.3% | $11,616-14.1% | $5,403+84.7% |