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 | $120,687 | $43,327+178.5% | $59,878+101.6% | $64,186+88.0% |
| Participation rate | 83.6% | 69.2%+14.5pp | 74.7%+8.9pp | 69.6%+14.1pp |
| Annual return | -4.75% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,074 | $2,546+60.0% | $3,402+19.8% | $3,470+17.4% |
| Admin fee / account holder | $4,576 | $3,005+52.3% | $3,590+27.5% | $4,888-6.4% |