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 | $117,683 | $62,586+88.0% | $76,768+53.3% | $64,186+83.3% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+17.0pp | 69.6%+24.4pp |
| Annual return | -7.08% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $3,308 | $1,832+80.6% | $2,485+33.1% | $2,381+39.0% |
| Participant deferral / active EE | $2,476 | $3,145-21.3% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $3,182 | $4,667-31.8% | $6,675-52.3% | $4,888-34.9% |