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 | $74,112 | $52,681+40.7% | $75,781-2.2% | $59,632+24.3% |
| Participation rate | 78.8% | 67.2%+11.6pp | 75.8%+3.0pp | 68.7%+10.2pp |
| Annual return | -1.94% | 2.95%-4.9pp | 9.68%-11.6pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $402 | $2,193-81.7% | $3,323-87.9% | $2,203-81.8% |
| Participant deferral / active EE | $3,102 | $2,591+19.7% | $3,651-15.0% | $3,192-2.8% |
| Admin fee / account holder | $8,338 | $3,610+131.0% | $5,299+57.3% | $4,297+94.0% |