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 | $88,374 | $62,586+41.2% | $76,768+15.1% | $64,186+37.7% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | -1.73% | -1.95%+0.2pp | 2.43%-4.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $875 | $1,832-52.2% | $2,485-64.8% | $2,381-63.2% |
| Participant deferral / active EE | $3,887 | $3,145+23.6% | $3,852+0.9% | $3,470+12.0% |
| Admin fee / account holder | $30,119 | $4,667+545.4% | $6,675+351.2% | $4,888+516.2% |