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 | $93,032 | $61,660+50.9% | $80,019+16.3% | $64,186+44.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.55% | -0.33%-4.2pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,443 | $1,810-20.3% | $2,468-41.5% | $2,381-39.4% |
| Participant deferral / active EE | $2,169 | $2,968-26.9% | $3,686-41.1% | $3,470-37.5% |
| Admin fee / account holder | $5,127 | $5,417-5.3% | $6,521-21.4% | $4,888+4.9% |