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 | $92,466 | $50,958+81.5% | $74,550+24.0% | $64,186+44.1% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.1%+13.0pp | 69.6%+12.6pp |
| Annual return | -4.15% | -1.86%-2.3pp | 32.53%-36.7pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,058 | $1,115-5.2% | $1,961-46.1% | $2,381-55.6% |
| Participant deferral / active EE | $3,884 | $2,301+68.8% | $3,108+25.0% | $3,470+11.9% |
| Admin fee / account holder | $1,175 | $4,223-72.2% | $5,060-76.8% | $4,888-76.0% |