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 | $85,815 | $58,577+46.5% | $83,333+3.0% | $64,186+33.7% |
| Participation rate | 88.6% | 72.0%+16.6pp | 77.8%+10.9pp | 69.6%+19.1pp |
| Annual return | -6.14% | 9.65%-15.8pp | 10.63%-16.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $952 | $2,098-54.6% | $3,379-71.8% | $2,381-60.0% |
| Participant deferral / active EE | $6,038 | $4,654+29.7% | $5,565+8.5% | $3,470+74.0% |
| Admin fee / account holder | $7,637 | $9,275-17.7% | $7,510+1.7% | $4,888+56.2% |