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 | $70,101 | $61,660+13.7% | $80,019-12.4% | $64,186+9.2% |
| Participation rate | 79.5% | 71.7%+7.9pp | 75.8%+3.7pp | 69.6%+10.0pp |
| Annual return | -3.82% | -0.33%-3.5pp | 11.22%-15.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $504 | $1,810-72.2% | $2,468-79.6% | $2,381-78.8% |
| Participant deferral / active EE | $3,915 | $2,968+31.9% | $3,686+6.2% | $3,470+12.8% |
| Admin fee / account holder | $2,432 | $5,417-55.1% | $6,521-62.7% | $4,888-50.2% |