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 | $118,848 | $50,958+133.2% | $74,550+59.4% | $64,186+85.2% |
| Participation rate | 79.3% | 61.1%+18.3pp | 69.1%+10.2pp | 69.6%+9.7pp |
| Annual return | -6.29% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $793 | $1,115-28.9% | $1,961-59.5% | $2,381-66.7% |
| Participant deferral / active EE | $4,394 | $2,301+90.9% | $3,108+41.4% | $3,470+26.6% |
| Admin fee / account holder | $307 | $4,223-92.7% | $5,060-93.9% | $4,888-93.7% |