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 | $95,162 | $72,404+31.4% | $110,238-13.7% | $64,186+48.3% |
| Participation rate | 90.5% | 73.3%+17.1pp | 79.8%+10.7pp | 69.6%+20.9pp |
| Annual return | -1.95% | -6.29%+4.3pp | 314.74%-316.7pp | 7.63%-9.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,643 | $3,469-23.8% | $4,672-43.4% | $3,470-23.8% |
| Admin fee / account holder | $2,425 | $5,664-57.2% | $8,547-71.6% | $4,888-50.4% |