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 | $61,809 | $69,518-11.1% | $59,878+3.2% | $135,375-54.3% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | 0.25% | 7.94%-7.7pp | 3.46%-3.2pp | 519.73%-519.5pp |
| Employer contribution / active EE | $1,867 | $3,235-42.3% | $2,722-31.4% | $4,779-60.9% |
| Participant deferral / active EE | $1,599 | $4,206-62.0% | $3,402-53.0% | $5,609-71.5% |
| Admin fee / account holder | $819 | $5,734-85.7% | $3,590-77.2% | $10,827-92.4% |