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 | $102,085 | $62,586+63.1% | $76,768+33.0% | $64,186+59.0% |
| Participation rate | 86.3% | 72.8%+13.5pp | 77.0%+9.3pp | 69.6%+16.7pp |
| Annual return | -3.16% | -1.95%-1.2pp | 2.43%-5.6pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,483 | $1,832-19.0% | $2,485-40.3% | $2,381-37.7% |
| Participant deferral / active EE | $5,933 | $3,145+88.7% | $3,852+54.0% | $3,470+71.0% |
| Admin fee / account holder | $6,560 | $4,667+40.6% | $6,675-1.7% | $4,888+34.2% |