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 | $127,195 | $62,586+103.2% | $76,768+65.7% | $64,186+98.2% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.8pp |
| Annual return | -5.26% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $926 | $1,832-49.4% | $2,485-62.7% | $2,381-61.1% |
| Participant deferral / active EE | $4,557 | $3,145+44.9% | $3,852+18.3% | $3,470+31.4% |
| Admin fee / account holder | $11,668 | $4,667+150.0% | $6,675+74.8% | $4,888+138.7% |