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 | $58,583 | $54,380+7.7% | $68,509-14.5% | $59,632-1.8% |
| Participation rate | 76.9% | 70.2%+6.7pp | 74.7%+2.2pp | 68.7%+8.3pp |
| Annual return | 0.55% | 2.83%-2.3pp | 8.27%-7.7pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,458 | $1,539-5.2% | $2,278-36.0% | $2,203-33.8% |
| Participant deferral / active EE | $3,755 | $2,643+42.0% | $3,382+11.0% | $3,192+17.6% |
| Admin fee / account holder | $6,789 | $3,885+74.7% | $5,275+28.7% | $4,297+58.0% |