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 | $89,156 | $72,404+23.1% | $110,238-19.1% | $64,186+38.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.8pp |
| Annual return | -2.13% | -6.29%+4.2pp | 314.74%-316.9pp | 7.63%-9.8pp |
| Employer contribution / active EE | $705 | $2,282-69.1% | $3,826-81.6% | $2,381-70.4% |
| Participant deferral / active EE | $2,910 | $3,469-16.1% | $4,672-37.7% | $3,470-16.1% |
| Admin fee / account holder | $14,432 | $5,664+154.8% | $8,547+68.8% | $4,888+195.3% |