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 | $97,948 | $62,586+56.5% | $76,768+27.6% | $64,186+52.6% |
| Participation rate | 75.0% | 72.8%+2.2pp | 77.0%-2.0pp | 69.6%+5.4pp |
| Annual return | 3.92% | -1.95%+5.9pp | 2.43%+1.5pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,293 | $1,832-29.4% | $2,485-48.0% | $2,381-45.7% |
| Participant deferral / active EE | $2,322 | $3,145-26.1% | $3,852-39.7% | $3,470-33.1% |
| Admin fee / account holder | $1,668 | $4,667-64.3% | $6,675-75.0% | $4,888-65.9% |