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 | $111,588 | $56,484+97.6% | $169,463-34.2% | $64,186+73.9% |
| Participation rate | 76.0% | 64.5%+11.5pp | 77.8%-1.8pp | 69.6%+6.4pp |
| Annual return | -3.62% | -1.55%-2.1pp | 1.83%-5.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $704 | $1,832-61.6% | $4,159-83.1% | $2,381-70.4% |
| Participant deferral / active EE | $5,394 | $3,448+56.5% | $5,277+2.2% | $3,470+55.5% |
| Admin fee / account holder | $37,239 | $4,174+792.1% | $9,109+308.8% | $4,888+661.8% |