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 | $91,356 | $43,327+110.9% | $59,878+52.6% | $64,186+42.3% |
| Participation rate | 76.9% | 69.2%+7.8pp | 74.7%+2.2pp | 69.6%+7.4pp |
| Annual return | 6.46% | -1.55%+8.0pp | 3.46%+3.0pp | 7.63%-1.2pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,908 | $2,546+53.5% | $3,402+14.9% | $3,470+12.6% |
| Admin fee / account holder | $15,175 | $3,005+405.0% | $3,590+322.7% | $4,888+210.4% |