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 | $89,652 | $62,586+43.2% | $76,768+16.8% | $64,186+39.7% |
| Participation rate | 72.5% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.9pp |
| Annual return | -5.54% | -1.95%-3.6pp | 2.43%-8.0pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,381 | $1,832+30.0% | $2,485-4.2% | $2,3810% |
| Participant deferral / active EE | $4,249 | $3,145+35.1% | $3,852+10.3% | $3,470+22.5% |
| Admin fee / account holder | $9,808 | $4,667+110.1% | $6,675+46.9% | $4,888+100.6% |