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 | $110,514 | $62,586+76.6% | $76,768+44.0% | $64,186+72.2% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.8pp | 69.6%+27.2pp |
| Annual return | -3.53% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,947 | $3,145+89.1% | $3,852+54.4% | $3,470+71.4% |
| Admin fee / account holder | $3,780 | $4,667-19.0% | $6,675-43.4% | $4,888-22.7% |