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 | $145,385 | $50,958+185.3% | $74,550+95.0% | $64,186+126.5% |
| Participation rate | 82.9% | 61.1%+21.8pp | 69.1%+13.7pp | 69.6%+13.3pp |
| Annual return | -6.35% | -1.86%-4.5pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $907 | $1,115-18.7% | $1,961-53.8% | $2,381-61.9% |
| Participant deferral / active EE | $3,067 | $2,301+33.3% | $3,108-1.3% | $3,470-11.6% |
| Admin fee / account holder | $3,694 | $4,223-12.5% | $5,060-27.0% | $4,888-24.4% |