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 | $87,023 | $45,863+89.7% | $77,024+13.0% | $68,494+27.1% |
| Participation rate | 77.8% | 55.9%+21.9pp | 67.9%+9.9pp | 67.9%+9.9pp |
| Annual return | -14.36% | 1.72%-16.1pp | 42.32%-56.7pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,864 | $1,650+13.0% | $2,812-33.7% | $2,596-28.2% |
| Participant deferral / active EE | $3,070 | $2,962+3.6% | $4,426-30.6% | $4,027-23.8% |
| Admin fee / account holder | $13,577 | $3,041+346.5% | $5,425+150.3% | $5,403+151.3% |