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 | $56,001 | $43,327+29.3% | $59,878-6.5% | $64,186-12.8% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -4.08% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,982 | $2,546+17.1% | $3,402-12.4% | $3,470-14.1% |
| Admin fee / account holder | $592 | $3,005-80.3% | $3,590-83.5% | $4,888-87.9% |