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 | $74,064 | $72,404+2.3% | $110,238-32.8% | $64,186+15.4% |
| Participation rate | 90.8% | 73.3%+17.5pp | 79.8%+11.0pp | 69.6%+21.2pp |
| Annual return | -1.96% | -6.29%+4.3pp | 314.74%-316.7pp | 7.63%-9.6pp |
| Employer contribution / active EE | $804 | $2,282-64.8% | $3,826-79.0% | $2,381-66.2% |
| Participant deferral / active EE | $5,061 | $3,469+45.9% | $4,672+8.3% | $3,470+45.9% |
| Admin fee / account holder | $3,758 | $5,664-33.6% | $8,547-56.0% | $4,888-23.1% |