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 | $70,027 | $65,703+6.6% | $94,224-25.7% | $59,632+17.4% |
| Participation rate | 79.5% | 72.1%+7.4pp | 78.8%+0.7pp | 68.7%+10.8pp |
| Annual return | 0.15% | 5.22%-5.1pp | 10.68%-10.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,806 | $2,021-10.6% | $3,587-49.7% | $2,203-18.0% |
| Participant deferral / active EE | $2,891 | $3,143-8.0% | $4,320-33.1% | $3,192-9.4% |
| Admin fee / account holder | $3,236 | $4,264-24.1% | $6,269-48.4% | $4,297-24.7% |