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 | $91,623 | $53,596+71.0% | $90,645+1.1% | $64,186+42.7% |
| Participation rate | 93.8% | 64.5%+29.2pp | 74.0%+19.7pp | 69.6%+24.2pp |
| Annual return | -2.92% | 4.41%-7.3pp | 1.88%-4.8pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,461 | $1,503-2.8% | $2,532-42.3% | $2,381-38.7% |
| Participant deferral / active EE | $6,035 | $2,459+145.5% | $3,425+76.2% | $3,470+73.9% |
| Admin fee / account holder | $3,081 | $3,868-20.3% | $4,994-38.3% | $4,888-37.0% |