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 | $77,283 | $62,586+23.5% | $76,768+0.7% | $64,186+20.4% |
| Participation rate | 89.1% | 72.8%+16.2pp | 77.0%+12.1pp | 69.6%+19.5pp |
| Annual return | -3.28% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,869 | $3,145+23.0% | $3,852+0.5% | $3,470+11.5% |
| Admin fee / account holder | $2,820 | $4,667-39.6% | $6,675-57.7% | $4,888-42.3% |