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 | $60,436 | $53,596+12.8% | $90,645-33.3% | $64,186-5.8% |
| Participation rate | 72.6% | 64.5%+8.1pp | 74.0%-1.4pp | 69.6%+3.1pp |
| Annual return | -2.59% | 4.41%-7.0pp | 1.88%-4.5pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,974 | $1,503+31.4% | $2,532-22.0% | $2,381-17.1% |
| Participant deferral / active EE | $3,584 | $2,459+45.8% | $3,425+4.6% | $3,470+3.3% |
| Admin fee / account holder | $16,940 | $3,868+338.0% | $4,994+239.2% | $4,888+246.6% |