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 | $94,367 | $56,484+67.1% | $169,463-44.3% | $64,186+47.0% |
| Participation rate | 88.9% | 64.5%+24.3pp | 77.8%+11.1pp | 69.6%+19.3pp |
| Annual return | -2.42% | -1.55%-0.9pp | 1.83%-4.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $605 | $1,832-67.0% | $4,159-85.5% | $2,381-74.6% |
| Participant deferral / active EE | $4,641 | $3,448+34.6% | $5,277-12.1% | $3,470+33.8% |
| Admin fee / account holder | $2,260 | $4,174-45.9% | $9,109-75.2% | $4,888-53.8% |