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 | $84,427 | $50,958+65.7% | $74,550+13.2% | $64,186+31.5% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.1%+3.6pp | 69.6%+3.2pp |
| Annual return | -5.76% | -1.86%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $326 | $1,115-70.8% | $1,961-83.4% | $2,381-86.3% |
| Participant deferral / active EE | $2,283 | $2,301-0.8% | $3,108-26.5% | $3,470-34.2% |
| Admin fee / account holder | $8,608 | $4,223+103.9% | $5,060+70.1% | $4,888+76.1% |