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 | $93,927 | $73,867+27.2% | $143,757-34.7% | $68,494+37.1% |
| Participation rate | 70.7% | 66.7%+4.1pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -8.38% | 1.01%-9.4pp | -0.04%-8.3pp | -7.84%-0.5pp |
| Employer contribution / active EE | $988 | $3,184-69.0% | $4,951-80.0% | $2,596-61.9% |
| Participant deferral / active EE | $3,498 | $3,384+3.4% | $5,637-37.9% | $4,027-13.1% |
| Admin fee / account holder | $4,331 | $5,755-24.7% | $14,673-70.5% | $5,403-19.8% |