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 | $95,481 | $62,586+52.6% | $76,768+24.4% | $64,186+48.8% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | -5.43% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $478 | $1,832-73.9% | $2,485-80.8% | $2,381-79.9% |
| Participant deferral / active EE | $3,889 | $3,145+23.7% | $3,852+1.0% | $3,470+12.1% |
| Admin fee / account holder | $21,150 | $4,667+353.2% | $6,675+216.9% | $4,888+332.7% |