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 | $100,255 | $62,586+60.2% | $76,768+30.6% | $64,186+56.2% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | -4.93% | -1.95%-3.0pp | 2.43%-7.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,887 | $1,832+3.0% | $2,485-24.1% | $2,381-20.7% |
| Participant deferral / active EE | $6,550 | $3,145+108.3% | $3,852+70.1% | $3,470+88.8% |
| Admin fee / account holder | $38,737 | $4,667+730.0% | $6,675+480.3% | $4,888+692.5% |