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 | $85,977 | $62,586+37.4% | $76,768+12.0% | $64,186+34.0% |
| Participation rate | 95.1% | 72.8%+22.3pp | 77.0%+18.2pp | 69.6%+25.6pp |
| Annual return | -2.07% | -1.95%-0.1pp | 2.43%-4.5pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,535 | $1,832+38.4% | $2,485+2.0% | $2,381+6.5% |
| Participant deferral / active EE | $4,733 | $3,145+50.5% | $3,852+22.9% | $3,470+36.4% |
| Admin fee / account holder | $40,371 | $4,667+765.0% | $6,675+504.8% | $4,888+725.9% |