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 | $108,198 | $62,586+72.9% | $76,768+40.9% | $64,186+68.6% |
| Participation rate | 98.0% | 72.8%+25.1pp | 77.0%+21.0pp | 69.6%+28.4pp |
| Annual return | -5.51% | -1.95%-3.6pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,028 | $1,832-43.9% | $2,485-58.6% | $2,381-56.8% |
| Participant deferral / active EE | $5,283 | $3,145+68.0% | $3,852+37.2% | $3,470+52.3% |
| Admin fee / account holder | $1,148 | $4,667-75.4% | $6,675-82.8% | $4,888-76.5% |