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 | $71,776 | $49,177+46.0% | $79,464-9.7% | $64,186+11.8% |
| Participation rate | 74.4% | 65.0%+9.4pp | 73.3%+1.1pp | 69.6%+4.9pp |
| Annual return | -1.95% | -1.16%-0.8pp | 718.14%-720.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,494 | $2,821+94.7% | $3,704+48.3% | $3,470+58.3% |
| Admin fee / account holder | $3,535 | $3,839-7.9% | $5,113-30.9% | $4,888-27.7% |