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 | $70,512 | $62,586+12.7% | $76,768-8.2% | $64,186+9.9% |
| Participation rate | 81.3% | 72.8%+8.4pp | 77.0%+4.3pp | 69.6%+11.7pp |
| Annual return | -7.07% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $500 | $1,832-72.7% | $2,485-79.9% | $2,381-79.0% |
| Participant deferral / active EE | $4,470 | $3,145+42.1% | $3,852+16.1% | $3,470+28.8% |
| Admin fee / account holder | $4,978 | $4,667+6.7% | $6,675-25.4% | $4,888+1.8% |