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 | $69,532 | $107,791-35.5% | $90,645-23.3% | $135,375-48.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | 2.11% | -0.90%+3.0pp | 1.88%+0.2pp | 519.73%-517.6pp |
| Employer contribution / active EE | $514 | $3,018-83.0% | $2,532-79.7% | $4,779-89.2% |
| Participant deferral / active EE | $2,662 | $3,872-31.3% | $3,425-22.3% | $5,609-52.5% |
| Admin fee / account holder | $13,435 | $5,930+126.6% | $4,994+169.0% | $10,827+24.1% |