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 | $63,051 | $42,383+48.8% | $76,523-17.6% | $64,186-1.8% |
| Participation rate | 76.5% | 58.1%+18.3pp | 68.0%+8.5pp | 69.6%+6.9pp |
| Annual return | 3.35% | -16.54%+19.9pp | -0.27%+3.6pp | 7.63%-4.3pp |
| Employer contribution / active EE | $726 | $1,563-53.5% | $2,647-72.6% | $2,381-69.5% |
| Participant deferral / active EE | $1,642 | $2,566-36.0% | $3,835-57.2% | $3,470-52.7% |
| Admin fee / account holder | $1,882 | $3,198-41.2% | $4,848-61.2% | $4,888-61.5% |