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 | $88,815 | $62,586+41.9% | $76,768+15.7% | $64,186+38.4% |
| Participation rate | 76.3% | 72.8%+3.5pp | 77.0%-0.6pp | 69.6%+6.7pp |
| Annual return | -3.55% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $502 | $1,832-72.6% | $2,485-79.8% | $2,381-78.9% |
| Participant deferral / active EE | $2,703 | $3,145-14.0% | $3,852-29.8% | $3,470-22.1% |
| Admin fee / account holder | $17,180 | $4,667+268.1% | $6,675+157.4% | $4,888+251.5% |