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 | $76,499 | $50,958+50.1% | $74,550+2.6% | $64,186+19.2% |
| Participation rate | 82.2% | 61.1%+21.2pp | 69.1%+13.1pp | 69.6%+12.7pp |
| Annual return | -4.69% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,720 | $2,301+18.2% | $3,108-12.5% | $3,470-21.6% |
| Admin fee / account holder | $1,045 | $4,223-75.3% | $5,060-79.3% | $4,888-78.6% |