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 | $101,623 | $62,586+62.4% | $76,768+32.4% | $64,186+58.3% |
| Participation rate | 84.9% | 72.8%+12.1pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -5.96% | -1.95%-4.0pp | 2.43%-8.4pp | 7.63%-13.6pp |
| Employer contribution / active EE | $844 | $1,832-53.9% | $2,485-66.0% | $2,381-64.6% |
| Participant deferral / active EE | $2,881 | $3,145-8.4% | $3,852-25.2% | $3,470-17.0% |
| Admin fee / account holder | $16,428 | $4,667+252.0% | $6,675+146.1% | $4,888+236.1% |