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 | $84,149 | $72,404+16.2% | $110,238-23.7% | $64,186+31.1% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -5.57% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $579 | $2,282-74.6% | $3,826-84.9% | $2,381-75.7% |
| Participant deferral / active EE | $4,041 | $3,469+16.5% | $4,672-13.5% | $3,470+16.5% |
| Admin fee / account holder | $1,942 | $5,664-65.7% | $8,547-77.3% | $4,888-60.3% |