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 | $77,445 | $62,586+23.7% | $76,768+0.9% | $64,186+20.7% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -3.85% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,006 | $1,832-45.1% | $2,485-59.5% | $2,381-57.8% |
| Participant deferral / active EE | $5,429 | $3,145+72.7% | $3,852+41.0% | $3,470+56.5% |
| Admin fee / account holder | $3,592 | $4,667-23.0% | $6,675-46.2% | $4,888-26.5% |