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 | $90,010 | $58,577+53.7% | $83,333+8.0% | $64,186+40.2% |
| Participation rate | 71.8% | 72.0%-0.2pp | 77.8%-6.0pp | 69.6%+2.2pp |
| Annual return | -5.58% | 9.65%-15.2pp | 10.63%-16.2pp | 7.63%-13.2pp |
| Employer contribution / active EE | $495 | $2,098-76.4% | $3,379-85.3% | $2,381-79.2% |
| Participant deferral / active EE | $4,098 | $4,654-12.0% | $5,565-26.4% | $3,470+18.1% |
| Admin fee / account holder | $21,653 | $9,275+133.4% | $7,510+188.3% | $4,888+343.0% |