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 | $90,440 | $54,726+65.3% | $68,793+31.5% | $64,186+40.9% |
| Participation rate | 89.4% | 68.0%+21.3pp | 72.2%+17.1pp | 69.6%+19.8pp |
| Annual return | -3.16% | -1.62%-1.5pp | -4.63%+1.5pp | 7.63%-10.8pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,382 | $2,626+181.1% | $3,311+123.0% | $3,470+112.8% |
| Admin fee / account holder | $15,504 | $4,027+285.0% | $5,131+202.2% | $4,888+217.2% |