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 | $75,044 | $49,280+52.3% | $67,313+11.5% | $64,186+16.9% |
| Participation rate | 98.3% | 60.8%+37.5pp | 69.1%+29.2pp | 69.6%+28.7pp |
| Annual return | -5.34% | -1.39%-3.9pp | -4.08%-1.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,207 | $1,668-27.7% | $2,566-53.0% | $2,381-49.3% |
| Participant deferral / active EE | $4,638 | $2,484+86.7% | $3,568+30.0% | $3,470+33.7% |
| Admin fee / account holder | $2,896 | $3,863-25.0% | $4,507-35.7% | $4,888-40.8% |