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 | $74,768 | $43,327+72.6% | $59,878+24.9% | $64,186+16.5% |
| Participation rate | 90.0% | 69.2%+20.8pp | 74.7%+15.3pp | 69.6%+20.4pp |
| Annual return | -6.47% | -1.55%-4.9pp | 3.46%-9.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,526 | $2,028+24.5% | $2,722-7.2% | $2,381+6.1% |
| Participant deferral / active EE | $5,938 | $2,546+133.3% | $3,402+74.6% | $3,470+71.2% |
| Admin fee / account holder | $1,227 | $3,005-59.2% | $3,590-65.8% | $4,888-74.9% |