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 | $65,300 | $62,586+4.3% | $76,768-14.9% | $64,186+1.7% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.2pp | 69.6%+28.6pp |
| Annual return | -5.20% | -1.95%-3.3pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,954 | $1,832+170.4% | $2,485+99.3% | $2,381+108.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,969 | $4,667+392.2% | $6,675+244.1% | $4,888+369.9% |