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 | $94,181 | $49,280+91.1% | $67,313+39.9% | $64,186+46.7% |
| Participation rate | 75.4% | 60.8%+14.6pp | 69.1%+6.3pp | 69.6%+5.8pp |
| Annual return | -4.31% | -1.39%-2.9pp | -4.08%-0.2pp | 7.63%-11.9pp |
| Employer contribution / active EE | $816 | $1,668-51.1% | $2,566-68.2% | $2,381-65.7% |
| Participant deferral / active EE | $4,165 | $2,484+67.7% | $3,568+16.7% | $3,470+20.0% |
| Admin fee / account holder | $26,593 | $3,863+588.5% | $4,507+490.1% | $4,888+444.0% |