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 | $67,831 | $69,977-3.1% | $108,579-37.5% | $62,891+7.9% |
| Participation rate | 87.2% | 72.9%+14.3pp | 79.6%+7.6pp | 69.3%+17.9pp |
| Annual return | 5.09% | 10.73%-5.6pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $762 | $2,135-64.3% | $3,758-79.7% | $2,281-66.6% |
| Participant deferral / active EE | $1,866 | $3,165-41.0% | $4,311-56.7% | $3,203-41.7% |
| Admin fee / account holder | $2,859 | $5,076-43.7% | $7,645-62.6% | $4,296-33.5% |