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 | $83,059 | $61,660+34.7% | $80,019+3.8% | $64,186+29.4% |
| Participation rate | 82.8% | 71.7%+11.1pp | 75.8%+6.9pp | 69.6%+13.2pp |
| Annual return | -5.68% | -0.33%-5.4pp | 11.22%-16.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,714 | $2,968-42.2% | $3,686-53.5% | $3,470-50.6% |
| Admin fee / account holder | $309 | $5,417-94.3% | $6,521-95.3% | $4,888-93.7% |