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 | $66,814 | $54,726+22.1% | $68,793-2.9% | $64,186+4.1% |
| Participation rate | 79.0% | 68.0%+11.0pp | 72.2%+6.8pp | 69.6%+9.5pp |
| Annual return | -3.66% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $414 | $1,846-77.6% | $2,625-84.2% | $2,381-82.6% |
| Participant deferral / active EE | $3,244 | $2,626+23.5% | $3,311-2.0% | $3,470-6.5% |
| Admin fee / account holder | $21,274 | $4,027+428.3% | $5,131+314.6% | $4,888+335.2% |