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 | $92,102 | $53,596+71.8% | $90,645+1.6% | $64,186+43.5% |
| Participation rate | 73.2% | 64.5%+8.7pp | 74.0%-0.9pp | 69.6%+3.6pp |
| Annual return | -4.20% | 4.41%-8.6pp | 1.88%-6.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $826 | $1,503-45.1% | $2,532-67.4% | $2,381-65.3% |
| Participant deferral / active EE | $1,780 | $2,459-27.6% | $3,425-48.0% | $3,470-48.7% |
| Admin fee / account holder | $5,771 | $3,868+49.2% | $4,994+15.6% | $4,888+18.1% |