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 | $69,956 | $50,958+37.3% | $74,550-6.2% | $64,186+9.0% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -4.40% | -1.86%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $409 | $1,115-63.3% | $1,961-79.1% | $2,381-82.8% |
| Participant deferral / active EE | $3,796 | $2,301+65.0% | $3,108+22.1% | $3,470+9.4% |
| Admin fee / account holder | $13,666 | $4,223+223.6% | $5,060+170.1% | $4,888+179.6% |