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 | $77,248 | $54,726+41.2% | $68,793+12.3% | $64,186+20.4% |
| Participation rate | 75.9% | 68.0%+7.8pp | 72.2%+3.6pp | 69.6%+6.3pp |
| Annual return | -2.74% | -1.62%-1.1pp | -4.63%+1.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,176 | $1,846+17.9% | $2,625-17.1% | $2,381-8.6% |
| Participant deferral / active EE | $4,849 | $2,626+84.6% | $3,311+46.4% | $3,470+39.8% |
| Admin fee / account holder | $20,706 | $4,027+414.2% | $5,131+303.6% | $4,888+323.6% |