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 | $74,714 | $62,586+19.4% | $76,768-2.7% | $64,186+16.4% |
| Participation rate | 74.6% | 72.8%+1.8pp | 77.0%-2.4pp | 69.6%+5.0pp |
| Annual return | -6.54% | -1.95%-4.6pp | 2.43%-9.0pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,514 | $1,832-17.4% | $2,485-39.1% | $2,381-36.4% |
| Participant deferral / active EE | $4,367 | $3,145+38.9% | $3,852+13.4% | $3,470+25.9% |
| Admin fee / account holder | $5,538 | $4,667+18.7% | $6,675-17.0% | $4,888+13.3% |