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 | $63,927 | $62,586+2.1% | $76,768-16.7% | $64,186-0.4% |
| Participation rate | 81.6% | 72.8%+8.8pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -7.15% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $640 | $1,832-65.1% | $2,485-74.2% | $2,381-73.1% |
| Participant deferral / active EE | $3,819 | $3,145+21.4% | $3,852-0.9% | $3,470+10.1% |
| Admin fee / account holder | $2,242 | $4,667-52.0% | $6,675-66.4% | $4,888-54.1% |