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 | $97,428 | $49,280+97.7% | $67,313+44.7% | $64,186+51.8% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.1%+5.9pp | 69.6%+5.4pp |
| Annual return | -5.61% | -1.39%-4.2pp | -4.08%-1.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,880 | $1,668+12.7% | $2,566-26.7% | $2,381-21.0% |
| Participant deferral / active EE | $3,972 | $2,484+59.9% | $3,568+11.3% | $3,470+14.5% |
| Admin fee / account holder | $1,317 | $3,863-65.9% | $4,507-70.8% | $4,888-73.1% |