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 | $82,383 | $62,586+31.6% | $76,768+7.3% | $64,186+28.4% |
| Participation rate | 90.0% | 72.8%+17.2pp | 77.0%+13.0pp | 69.6%+20.4pp |
| Annual return | -2.50% | -1.95%-0.6pp | 2.43%-4.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,197 | $1,832-34.6% | $2,485-51.8% | $2,381-49.7% |
| Participant deferral / active EE | $2,464 | $3,145-21.7% | $3,852-36.0% | $3,470-29.0% |
| Admin fee / account holder | $31,904 | $4,667+583.6% | $6,675+378.0% | $4,888+552.7% |