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 | $86,592 | $72,388+19.6% | $111,392-22.3% | $64,186+34.9% |
| Participation rate | 89.7% | 70.5%+19.1pp | 78.9%+10.8pp | 69.6%+20.1pp |
| Annual return | -5.35% | -1.50%-3.8pp | -2.06%-3.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $7,367 | $3,000+145.6% | $4,328+70.2% | $2,381+209.4% |
| Participant deferral / active EE | $12,162 | $4,241+186.7% | $5,567+118.5% | $3,470+250.5% |
| Admin fee / account holder | $5,250 | $5,719-8.2% | $12,266-57.2% | $4,888+7.4% |