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 | $79,200 | $50,958+55.4% | $74,550+6.2% | $64,186+23.4% |
| Participation rate | 73.5% | 61.1%+12.5pp | 69.1%+4.4pp | 69.6%+4.0pp |
| Annual return | -5.78% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $906 | $1,115-18.8% | $1,961-53.8% | $2,381-62.0% |
| Participant deferral / active EE | $2,448 | $2,301+6.4% | $3,108-21.2% | $3,470-29.4% |
| Admin fee / account holder | $5,435 | $4,223+28.7% | $5,060+7.4% | $4,888+11.2% |