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 | $73,941 | $50,958+45.1% | $74,550-0.8% | $64,186+15.2% |
| Participation rate | 76.0% | 61.1%+14.9pp | 69.1%+6.9pp | 69.6%+6.4pp |
| Annual return | 6.86% | -1.86%+8.7pp | 32.53%-25.7pp | 7.63%-0.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,946 | $2,301+28.0% | $3,108-5.2% | $3,470-15.1% |
| Admin fee / account holder | $7,493 | $4,223+77.5% | $5,060+48.1% | $4,888+53.3% |