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 | $112,515 | $73,004+54.1% | $90,749+24.0% | $68,494+64.3% |
| Participation rate | 73.1% | 70.8%+2.2pp | 75.7%-2.6pp | 67.9%+5.2pp |
| Annual return | -14.74% | -13.81%-0.9pp | -12.16%-2.6pp | -7.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,930 | $3,627-46.8% | $4,564-57.7% | $4,027-52.1% |
| Admin fee / account holder | $3,993 | $5,896-32.3% | $8,445-52.7% | $5,403-26.1% |