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 | $80,457 | $54,726+47.0% | $68,793+17.0% | $64,186+25.3% |
| Participation rate | 77.8% | 68.0%+9.8pp | 72.2%+5.6pp | 69.6%+8.2pp |
| Annual return | -7.08% | -1.62%-5.5pp | -4.63%-2.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,385 | $1,846+29.2% | $2,625-9.2% | $2,381+0.2% |
| Participant deferral / active EE | $4,131 | $2,626+57.3% | $3,311+24.8% | $3,470+19.1% |
| Admin fee / account holder | $1,108 | $4,027-72.5% | $5,131-78.4% | $4,888-77.3% |