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 | $72,224 | $67,411+7.1% | $91,001-20.6% | $70,131+3.0% |
| Participation rate | 85.1% | 71.4%+13.7pp | 75.6%+9.5pp | 69.5%+15.5pp |
| Annual return | 16.96% | -40.16%+57.1pp | 4.60%+12.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $902 | $1,786-49.5% | $2,456-63.3% | $2,342-61.5% |
| Participant deferral / active EE | $2,483 | $2,823-12.0% | $3,547-30.0% | $3,332-25.5% |
| Admin fee / account holder | $8,872 | $4,236+109.4% | $5,417+63.8% | $4,645+91.0% |