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 | $89,465 | $62,586+42.9% | $76,768+16.5% | $64,186+39.4% |
| Participation rate | 84.6% | 72.8%+11.8pp | 77.0%+7.7pp | 69.6%+15.0pp |
| Annual return | -4.54% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,544 | $1,832+38.9% | $2,485+2.4% | $2,381+6.9% |
| Participant deferral / active EE | $5,389 | $3,145+71.4% | $3,852+39.9% | $3,470+55.3% |
| Admin fee / account holder | $42,410 | $4,667+808.7% | $6,675+535.4% | $4,888+767.6% |