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 | $71,914 | $58,083+23.8% | $80,019-10.1% | $56,287+27.8% |
| Participation rate | 76.2% | 73.6%+2.6pp | 75.8%+0.4pp | 69.9%+6.3pp |
| Annual return | -5.57% | 34.61%-40.2pp | 11.22%-16.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $971 | $1,932-49.8% | $2,468-60.7% | $2,111-54.0% |
| Participant deferral / active EE | $3,094 | $3,135-1.3% | $3,686-16.0% | $3,350-7.6% |
| Admin fee / account holder | $1,422 | $623+128.4% | $6,521-78.2% | $521+172.9% |