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 6-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 | $75,910 | $52,681+44.1% | $75,781+0.2% | $59,632+27.3% |
| Participation rate | 75.0% | 67.2%+7.8pp | 75.8%-0.8pp | 68.7%+6.3pp |
| Annual return | -0.10% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $4,862 | $2,193+121.7% | $3,323+46.3% | $2,203+120.7% |
| Participant deferral / active EE | $1,775 | $2,591-31.5% | $3,651-51.4% | $3,192-44.4% |
| Admin fee / account holder | $1,906 | $3,610-47.2% | $5,299-64.0% | $4,297-55.6% |