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 | $80,435 | $59,186+35.9% | $76,768+4.8% | $56,287+42.9% |
| Participation rate | 73.4% | 75.2%-1.8pp | 77.0%-3.6pp | 69.9%+3.5pp |
| Annual return | -4.40% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $519 | $1,759-70.5% | $2,485-79.1% | $2,111-75.4% |
| Participant deferral / active EE | $4,383 | $3,255+34.7% | $3,852+13.8% | $3,350+30.9% |
| Admin fee / account holder | $10,264 | $489+1998.7% | $6,675+53.8% | $521+1870.4% |