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 | $84,201 | $49,280+70.9% | $67,313+25.1% | $64,186+31.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.17% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,414 | $1,668-15.3% | $2,566-44.9% | $2,381-40.6% |
| Participant deferral / active EE | $1,511 | $2,484-39.2% | $3,568-57.7% | $3,470-56.4% |
| Admin fee / account holder | $1,927 | $3,863-50.1% | $4,507-57.2% | $4,888-60.6% |