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 | $77,710 | $72,404+7.3% | $110,238-29.5% | $64,186+21.1% |
| Participation rate | 88.4% | 73.3%+15.0pp | 79.8%+8.6pp | 69.6%+18.8pp |
| Annual return | -1.30% | -6.29%+5.0pp | 314.74%-316.0pp | 7.63%-8.9pp |
| Employer contribution / active EE | $1,104 | $2,282-51.6% | $3,826-71.1% | $2,381-53.6% |
| Participant deferral / active EE | $2,581 | $3,469-25.6% | $4,672-44.8% | $3,470-25.6% |
| Admin fee / account holder | $7,300 | $5,664+28.9% | $8,547-14.6% | $4,888+49.3% |