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 | $120,187 | $77,813+54.5% | $123,544-2.7% | $64,186+87.2% |
| Participation rate | 89.6% | 74.7%+14.9pp | 82.3%+7.3pp | 69.6%+20.0pp |
| Annual return | -4.68% | 12.48%-17.2pp | 119.20%-123.9pp | 7.63%-12.3pp |
| Employer contribution / active EE | $882 | $3,014-70.7% | $4,628-80.9% | $2,381-62.9% |
| Participant deferral / active EE | $3,895 | $5,240-25.7% | $6,426-39.4% | $3,470+12.3% |
| Admin fee / account holder | $14,660 | $5,519+165.6% | $9,284+57.9% | $4,888+199.9% |