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 | $80,175 | $44,221+81.3% | $121,196-33.8% | $56,287+42.4% |
| Participation rate | 74.1% | 61.1%+13.0pp | 71.7%+2.3pp | 69.9%+4.2pp |
| Annual return | -4.78% | -3.58%-1.2pp | 16.93%-21.7pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,909 | $1,480+29.0% | $4,022-52.5% | $2,111-9.6% |
| Participant deferral / active EE | $2,250 | $2,521-10.8% | $3,344-32.7% | $3,350-32.8% |
| Admin fee / account holder | $14,840 | $480+2989.3% | $5,019+195.7% | $521+2748.8% |