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 | $91,456 | $50,958+79.5% | $74,550+22.7% | $64,186+42.5% |
| Participation rate | 97.2% | 61.1%+36.2pp | 69.1%+28.1pp | 69.6%+27.7pp |
| Annual return | -7.26% | -1.86%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $645 | $1,115-42.1% | $1,961-67.1% | $2,381-72.9% |
| Participant deferral / active EE | $3,909 | $2,301+69.8% | $3,108+25.8% | $3,470+12.7% |
| Admin fee / account holder | $3,925 | $4,223-7.0% | $5,060-22.4% | $4,888-19.7% |