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 | $96,137 | $62,586+53.6% | $76,768+25.2% | $64,186+49.8% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -3.39% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,557 | $1,832-15.0% | $2,485-37.3% | $2,381-34.6% |
| Participant deferral / active EE | $5,507 | $3,145+75.1% | $3,852+43.0% | $3,470+58.7% |
| Admin fee / account holder | $15,871 | $4,667+240.1% | $6,675+137.8% | $4,888+224.7% |