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 | $102,036 | $62,586+63.0% | $76,768+32.9% | $64,186+59.0% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -6.85% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,261 | $1,832-31.2% | $2,485-49.3% | $2,381-47.1% |
| Participant deferral / active EE | $4,306 | $3,145+36.9% | $3,852+11.8% | $3,470+24.1% |
| Admin fee / account holder | $3,231 | $4,667-30.8% | $6,675-51.6% | $4,888-33.9% |