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 | $92,409 | $56,484+63.6% | $169,463-45.5% | $64,186+44.0% |
| Participation rate | 82.9% | 64.5%+18.3pp | 77.8%+5.1pp | 69.6%+13.3pp |
| Annual return | -1.77% | -1.55%-0.2pp | 1.83%-3.6pp | 7.63%-9.4pp |
| Employer contribution / active EE | $532 | $1,832-71.0% | $4,159-87.2% | $2,381-77.7% |
| Participant deferral / active EE | $3,128 | $3,448-9.3% | $5,277-40.7% | $3,470-9.9% |
| Admin fee / account holder | $33,303 | $4,174+697.8% | $9,109+265.6% | $4,888+581.3% |