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 | $109,591 | $62,586+75.1% | $76,768+42.8% | $64,186+70.7% |
| Participation rate | 73.2% | 72.8%+0.4pp | 77.0%-3.8pp | 69.6%+3.6pp |
| Annual return | -6.88% | -1.95%-4.9pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,851 | $3,145+117.9% | $3,852+77.9% | $3,470+97.5% |
| Admin fee / account holder | $1,072 | $4,667-77.0% | $6,675-83.9% | $4,888-78.1% |