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 | $50,493 | $43,327+16.5% | $59,878-15.7% | $64,186-21.3% |
| Participation rate | 83.8% | 69.2%+14.6pp | 74.7%+9.1pp | 69.6%+14.2pp |
| Annual return | -2.95% | -1.55%-1.4pp | 3.46%-6.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,799 | $2,028+38.0% | $2,722+2.8% | $2,381+17.5% |
| Participant deferral / active EE | $4,216 | $2,546+65.6% | $3,402+23.9% | $3,470+21.5% |
| Admin fee / account holder | $18,102 | $3,005+502.4% | $3,590+404.2% | $4,888+270.3% |