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 | $101,734 | $62,586+62.6% | $76,768+32.5% | $64,186+58.5% |
| Participation rate | 72.5% | 72.8%-0.3pp | 77.0%-4.4pp | 69.6%+3.0pp |
| Annual return | -7.37% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,315 | $1,832-28.2% | $2,485-47.1% | $2,381-44.8% |
| Participant deferral / active EE | $5,112 | $3,145+62.6% | $3,852+32.7% | $3,470+47.3% |
| Admin fee / account holder | $468 | $4,667-90.0% | $6,675-93.0% | $4,888-90.4% |