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 | $83,103 | $42,383+96.1% | $76,523+8.6% | $64,186+29.5% |
| Participation rate | 81.2% | 58.1%+23.0pp | 68.0%+13.2pp | 69.6%+11.6pp |
| Annual return | -5.20% | -16.54%+11.3pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $2,949 | $1,563+88.6% | $2,647+11.4% | $2,381+23.9% |
| Participant deferral / active EE | $8,333 | $2,566+224.7% | $3,835+117.3% | $3,470+140.2% |
| Admin fee / account holder | $14,826 | $3,198+363.6% | $4,848+205.8% | $4,888+203.3% |