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 | $115,809 | $62,586+85.0% | $76,768+50.9% | $64,186+80.4% |
| Participation rate | 86.4% | 72.8%+13.6pp | 77.0%+9.5pp | 69.6%+16.9pp |
| Annual return | 0.91% | -1.95%+2.9pp | 2.43%-1.5pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,790 | $1,832-2.3% | $2,485-28.0% | $2,381-24.8% |
| Participant deferral / active EE | $4,231 | $3,145+34.6% | $3,852+9.9% | $3,470+22.0% |
| Admin fee / account holder | $14,694 | $4,667+214.8% | $6,675+120.1% | $4,888+200.6% |