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 | $55,221 | $43,327+27.5% | $59,878-7.8% | $64,186-14.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 74.7%-1.6pp | 69.6%+3.5pp |
| Annual return | -4.69% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,253 | $2,028+11.1% | $2,722-17.2% | $2,381-5.4% |
| Participant deferral / active EE | $3,990 | $2,546+56.7% | $3,402+17.3% | $3,470+15.0% |
| Admin fee / account holder | $7,583 | $3,005+152.4% | $3,590+111.2% | $4,888+55.1% |