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 | $68,854 | $61,660+11.7% | $80,019-14.0% | $64,186+7.3% |
| Participation rate | 74.1% | 71.7%+2.4pp | 75.8%-1.8pp | 69.6%+4.5pp |
| Annual return | -4.50% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $590 | $1,810-67.4% | $2,468-76.1% | $2,381-75.2% |
| Participant deferral / active EE | $2,628 | $2,968-11.5% | $3,686-28.7% | $3,470-24.3% |
| Admin fee / account holder | $14,388 | $5,417+165.6% | $6,521+120.6% | $4,888+194.3% |