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 | $66,300 | $50,958+30.1% | $74,550-11.1% | $64,186+3.3% |
| Participation rate | 70.2% | 61.1%+9.2pp | 69.1%+1.1pp | 69.6%+0.6pp |
| Annual return | -3.70% | -1.86%-1.8pp | 32.53%-36.2pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,572 | $1,115+130.6% | $1,961+31.2% | $2,381+8.0% |
| Participant deferral / active EE | $4,919 | $2,301+113.8% | $3,108+58.3% | $3,470+41.8% |
| Admin fee / account holder | $6,568 | $4,223+55.5% | $5,060+29.8% | $4,888+34.4% |