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 | $78,143 | $62,586+24.9% | $76,768+1.8% | $64,186+21.7% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.5pp | 69.6%+2.8pp |
| Annual return | -2.75% | -1.95%-0.8pp | 2.43%-5.2pp | 7.63%-10.4pp |
| Employer contribution / active EE | $478 | $1,832-73.9% | $2,485-80.8% | $2,381-79.9% |
| Participant deferral / active EE | $4,920 | $3,145+56.5% | $3,852+27.7% | $3,470+41.8% |
| Admin fee / account holder | $4,212 | $4,667-9.8% | $6,675-36.9% | $4,888-13.8% |