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 | $88,688 | $69,977+26.7% | $108,579-18.3% | $62,891+41.0% |
| Participation rate | 73.3% | 72.9%+0.4pp | 79.6%-6.2pp | 69.3%+4.0pp |
| Annual return | 6.54% | 10.73%-4.2pp | -51.70%+58.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,791 | $2,135-16.1% | $3,758-52.3% | $2,281-21.5% |
| Participant deferral / active EE | $4,626 | $3,165+46.2% | $4,311+7.3% | $3,203+44.4% |
| Admin fee / account holder | $24,702 | $5,076+386.6% | $7,645+223.1% | $4,296+475.1% |