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 | $72,018 | $72,404-0.5% | $110,238-34.7% | $64,186+12.2% |
| Participation rate | 97.1% | 73.3%+23.8pp | 79.8%+17.3pp | 69.6%+27.6pp |
| Annual return | 2.93% | -6.29%+9.2pp | 314.74%-311.8pp | 7.63%-4.7pp |
| Employer contribution / active EE | $2,155 | $2,282-5.6% | $3,826-43.7% | $2,381-9.5% |
| Participant deferral / active EE | $3,037 | $3,469-12.5% | $4,672-35.0% | $3,470-12.5% |
| Admin fee / account holder | $3,431 | $5,664-39.4% | $8,547-59.9% | $4,888-29.8% |