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 | $73,325 | $62,586+17.2% | $76,768-4.5% | $64,186+14.2% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+2.0pp | 69.6%+9.4pp |
| Annual return | -5.86% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,413 | $3,145+40.3% | $3,852+14.6% | $3,470+27.2% |
| Admin fee / account holder | $415 | $4,667-91.1% | $6,675-93.8% | $4,888-91.5% |