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 | $96,623 | $53,596+80.3% | $90,645+6.6% | $64,186+50.5% |
| Participation rate | 85.2% | 64.5%+20.7pp | 74.0%+11.2pp | 69.6%+15.6pp |
| Annual return | -1.06% | 4.41%-5.5pp | 1.88%-2.9pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,091 | $1,503+39.1% | $2,532-17.4% | $2,381-12.2% |
| Participant deferral / active EE | $3,022 | $2,459+22.9% | $3,425-11.8% | $3,470-12.9% |
| Admin fee / account holder | $37,034 | $3,868+857.5% | $4,994+641.6% | $4,888+657.6% |