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 | $57,718 | $43,327+33.2% | $59,878-3.6% | $64,186-10.1% |
| Participation rate | 92.9% | 69.2%+23.7pp | 74.7%+18.2pp | 69.6%+23.3pp |
| Annual return | -1.74% | -1.55%-0.2pp | 3.46%-5.2pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,811 | $2,546+246.1% | $3,402+159.0% | $3,470+154.0% |
| Admin fee / account holder | $5,920 | $3,005+97.0% | $3,590+64.9% | $4,888+21.1% |