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 | $93,461 | $76,401+22.3% | $106,387-12.2% | $64,186+45.6% |
| Participation rate | 83.6% | 73.5%+10.1pp | 77.5%+6.2pp | 69.6%+14.0pp |
| Annual return | -5.30% | -2.19%-3.1pp | 0.25%-5.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,245 | $2,680-53.6% | $3,520-64.6% | $2,381-47.7% |
| Participant deferral / active EE | $6,747 | $4,274+57.9% | $5,421+24.4% | $3,470+94.5% |
| Admin fee / account holder | $5,159 | $4,610+11.9% | $7,510-31.3% | $4,888+5.5% |