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 | $90,793 | $62,586+45.1% | $76,768+18.3% | $64,186+41.5% |
| Participation rate | 79.1% | 72.8%+6.3pp | 77.0%+2.1pp | 69.6%+9.5pp |
| Annual return | -3.14% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,280 | $3,145+67.9% | $3,852+37.1% | $3,470+52.2% |
| Admin fee / account holder | $4,394 | $4,667-5.8% | $6,675-34.2% | $4,888-10.1% |