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 | $92,351 | $62,586+47.6% | $76,768+20.3% | $64,186+43.9% |
| Participation rate | 81.0% | 72.8%+8.2pp | 77.0%+4.1pp | 69.6%+11.5pp |
| Annual return | -5.25% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,417 | $1,832-22.7% | $2,485-43.0% | $2,381-40.5% |
| Participant deferral / active EE | $4,806 | $3,145+52.8% | $3,852+24.8% | $3,470+38.5% |
| Admin fee / account holder | $13,914 | $4,667+198.1% | $6,675+108.5% | $4,888+184.7% |