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 | $85,662 | $50,958+68.1% | $74,550+14.9% | $64,186+33.5% |
| Participation rate | 76.1% | 61.1%+15.0pp | 69.1%+6.9pp | 69.6%+6.5pp |
| Annual return | -4.40% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $599 | $1,115-46.3% | $1,961-69.4% | $2,381-74.8% |
| Participant deferral / active EE | $3,308 | $2,301+43.7% | $3,108+6.4% | $3,470-4.6% |
| Admin fee / account holder | $9,811 | $4,223+132.3% | $5,060+93.9% | $4,888+100.7% |