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 | $89,068 | $62,586+42.3% | $76,768+16.0% | $64,186+38.8% |
| Participation rate | 88.2% | 72.8%+15.4pp | 77.0%+11.3pp | 69.6%+18.7pp |
| Annual return | -4.35% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $2,744 | $1,832+49.8% | $2,485+10.4% | $2,381+15.2% |
| Participant deferral / active EE | $8,445 | $3,145+168.6% | $3,852+119.3% | $3,470+143.4% |
| Admin fee / account holder | $10,793 | $4,667+131.3% | $6,675+61.7% | $4,888+120.8% |