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 | $90,892 | $50,958+78.4% | $74,550+21.9% | $64,186+41.6% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -5.17% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,024 | $1,115-8.2% | $1,961-47.8% | $2,381-57.0% |
| Participant deferral / active EE | $3,493 | $2,301+51.8% | $3,108+12.4% | $3,470+0.7% |
| Admin fee / account holder | $2,291 | $4,223-45.7% | $5,060-54.7% | $4,888-53.1% |