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 | $72,450 | $56,484+28.3% | $169,463-57.2% | $64,186+12.9% |
| Participation rate | 97.6% | 64.5%+33.1pp | 77.8%+19.8pp | 69.6%+28.1pp |
| Annual return | -4.58% | -1.55%-3.0pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,164 | $1,832+181.8% | $4,159+24.2% | $2,381+116.9% |
| Participant deferral / active EE | $3,057 | $3,448-11.3% | $5,277-42.1% | $3,470-11.9% |
| Admin fee / account holder | $6,003 | $4,174+43.8% | $9,109-34.1% | $4,888+22.8% |