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 | $75,822 | $72,404+4.7% | $110,238-31.2% | $64,186+18.1% |
| Participation rate | 80.4% | 73.3%+7.1pp | 79.8%+0.6pp | 69.6%+10.8pp |
| Annual return | -5.58% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $786 | $2,282-65.5% | $3,826-79.5% | $2,381-67.0% |
| Participant deferral / active EE | $3,310 | $3,469-4.6% | $4,672-29.1% | $3,470-4.6% |
| Admin fee / account holder | $7,605 | $5,664+34.3% | $8,547-11.0% | $4,888+55.6% |