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 | $56,143 | $43,327+29.6% | $59,878-6.2% | $64,186-12.5% |
| Participation rate | 74.1% | 69.2%+4.9pp | 74.7%-0.6pp | 69.6%+4.5pp |
| Annual return | -4.85% | -1.55%-3.3pp | 3.46%-8.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,873 | $2,546+91.4% | $3,402+43.2% | $3,470+40.4% |
| Admin fee / account holder | $6,983 | $3,005+132.4% | $3,590+94.5% | $4,888+42.9% |