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 | $93,438 | $61,660+51.5% | $80,019+16.8% | $64,186+45.6% |
| Participation rate | 74.1% | 71.7%+2.4pp | 75.8%-1.8pp | 69.6%+4.5pp |
| Annual return | -6.58% | -0.33%-6.3pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,697 | $2,968+24.6% | $3,686+0.3% | $3,470+6.5% |
| Admin fee / account holder | $544 | $5,417-90.0% | $6,521-91.7% | $4,888-88.9% |