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 | $73,387 | $61,660+19.0% | $80,019-8.3% | $64,186+14.3% |
| Participation rate | 76.0% | 71.7%+4.3pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | -6.32% | -0.33%-6.0pp | 11.22%-17.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,541 | $1,810-14.9% | $2,468-37.6% | $2,381-35.3% |
| Participant deferral / active EE | $4,093 | $2,968+37.9% | $3,686+11.1% | $3,470+18.0% |
| Admin fee / account holder | $24,138 | $5,417+345.6% | $6,521+270.2% | $4,888+393.8% |