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 | $98,511 | $43,327+127.4% | $59,878+64.5% | $64,186+53.5% |
| Participation rate | 78.0% | 69.2%+8.9pp | 74.7%+3.3pp | 69.6%+8.5pp |
| Annual return | -5.02% | -1.55%-3.5pp | 3.46%-8.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $699 | $2,028-65.5% | $2,722-74.3% | $2,381-70.6% |
| Participant deferral / active EE | $7,047 | $2,546+176.8% | $3,402+107.1% | $3,470+103.1% |
| Admin fee / account holder | $1,175 | $3,005-60.9% | $3,590-67.3% | $4,888-76.0% |