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 | $62,431 | $72,404-13.8% | $110,238-43.4% | $64,186-2.7% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.3pp |
| Annual return | 8.40% | -6.29%+14.7pp | 314.74%-306.3pp | 7.63%+0.8pp |
| Employer contribution / active EE | $1,145 | $2,282-49.8% | $3,826-70.1% | $2,381-51.9% |
| Participant deferral / active EE | $1,892 | $3,469-45.5% | $4,672-59.5% | $3,470-45.5% |
| Admin fee / account holder | $8,894 | $5,664+57.0% | $8,547+4.1% | $4,888+82.0% |