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 | $92,197 | $92,2220% | $76,768+20.1% | $135,375-31.9% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -2.91% | 5.46%-8.4pp | 2.43%-5.3pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,229 | $3,216-30.7% | $2,485-10.3% | $4,779-53.4% |
| Participant deferral / active EE | $4,395 | $4,509-2.5% | $3,852+14.1% | $5,609-21.6% |
| Admin fee / account holder | $41,348 | $10,748+284.7% | $6,675+519.5% | $10,827+281.9% |