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 | $90,231 | $42,383+112.9% | $76,523+17.9% | $64,186+40.6% |
| Participation rate | 75.0% | 58.1%+16.9pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | -5.89% | -16.54%+10.6pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $497 | $1,563-68.2% | $2,647-81.2% | $2,381-79.1% |
| Participant deferral / active EE | $3,188 | $2,566+24.2% | $3,835-16.9% | $3,470-8.1% |
| Admin fee / account holder | $4,284 | $3,198+34.0% | $4,848-11.6% | $4,888-12.4% |