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 | $74,559 | $56,484+32.0% | $169,463-56.0% | $64,186+16.2% |
| Participation rate | 71.4% | 64.5%+6.9pp | 77.8%-6.4pp | 69.6%+1.9pp |
| Annual return | -5.99% | -1.55%-4.4pp | 1.83%-7.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $331 | $1,832-82.0% | $4,159-92.0% | $2,381-86.1% |
| Participant deferral / active EE | $4,029 | $3,448+16.9% | $5,277-23.6% | $3,470+16.1% |
| Admin fee / account holder | $4,850 | $4,174+16.2% | $9,109-46.8% | $4,888-0.8% |