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 | $83,885 | $50,958+64.6% | $74,550+12.5% | $64,186+30.7% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.1%+21.2pp | 69.6%+20.8pp |
| Annual return | -1.71% | -1.86%+0.1pp | 32.53%-34.2pp | 7.63%-9.3pp |
| Employer contribution / active EE | $993 | $1,115-11.0% | $1,961-49.4% | $2,381-58.3% |
| Participant deferral / active EE | $3,955 | $2,301+71.9% | $3,108+27.3% | $3,470+14.0% |
| Admin fee / account holder | $6,417 | $4,223+52.0% | $5,060+26.8% | $4,888+31.3% |