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 | $106,013 | $50,958+108.0% | $74,550+42.2% | $64,186+65.2% |
| Participation rate | 73.3% | 61.1%+12.3pp | 69.1%+4.2pp | 69.6%+3.8pp |
| Annual return | -5.04% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,233 | $2,301-3.0% | $3,108-28.2% | $3,470-35.6% |
| Admin fee / account holder | $3,589 | $4,223-15.0% | $5,060-29.1% | $4,888-26.6% |