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 | $84,451 | $62,586+34.9% | $76,768+10.0% | $64,186+31.6% |
| Participation rate | 77.3% | 72.8%+4.5pp | 77.0%+0.3pp | 69.6%+7.7pp |
| Annual return | -4.05% | -1.95%-2.1pp | 2.43%-6.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,010 | $1,832-44.9% | $2,485-59.4% | $2,381-57.6% |
| Participant deferral / active EE | $4,370 | $3,145+39.0% | $3,852+13.5% | $3,470+25.9% |
| Admin fee / account holder | $2,460 | $4,667-47.3% | $6,675-63.1% | $4,888-49.7% |