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 | $76,374 | $61,660+23.9% | $80,019-4.6% | $64,186+19.0% |
| Participation rate | 81.5% | 71.7%+9.8pp | 75.8%+5.7pp | 69.6%+11.9pp |
| Annual return | -3.08% | -0.33%-2.8pp | 11.22%-14.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $530 | $1,810-70.7% | $2,468-78.5% | $2,381-77.7% |
| Participant deferral / active EE | $5,035 | $2,968+69.7% | $3,686+36.6% | $3,470+45.1% |
| Admin fee / account holder | $31,583 | $5,417+483.0% | $6,521+384.3% | $4,888+546.1% |