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 | $75,814 | $92,222-17.8% | $76,768-1.2% | $135,375-44.0% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | 2.11% | 5.46%-3.3pp | 2.43%-0.3pp | 519.73%-517.6pp |
| Employer contribution / active EE | $4,433 | $3,216+37.9% | $2,485+78.4% | $4,779-7.2% |
| Participant deferral / active EE | $8,638 | $4,509+91.6% | $3,852+124.3% | $5,609+54.0% |
| Admin fee / account holder | $3,574 | $10,748-66.7% | $6,675-46.5% | $10,827-67.0% |