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 | $66,897 | $61,660+8.5% | $80,019-16.4% | $64,186+4.2% |
| Participation rate | 76.9% | 71.7%+5.2pp | 75.8%+1.1pp | 69.6%+7.4pp |
| Annual return | -5.22% | -0.33%-4.9pp | 11.22%-16.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $394 | $1,810-78.3% | $2,468-84.0% | $2,381-83.5% |
| Participant deferral / active EE | $4,023 | $2,968+35.6% | $3,686+9.1% | $3,470+15.9% |
| Admin fee / account holder | $22,037 | $5,417+306.8% | $6,521+237.9% | $4,888+350.8% |