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 | $116,186 | $62,586+85.6% | $76,768+51.3% | $64,186+81.0% |
| Participation rate | 78.4% | 72.8%+5.6pp | 77.0%+1.5pp | 69.6%+8.9pp |
| Annual return | -3.82% | -1.95%-1.9pp | 2.43%-6.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,639 | $1,832-10.5% | $2,485-34.0% | $2,381-31.2% |
| Participant deferral / active EE | $4,315 | $3,145+37.2% | $3,852+12.0% | $3,470+24.4% |
| Admin fee / account holder | $13,966 | $4,667+199.3% | $6,675+109.2% | $4,888+185.7% |