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 | $64,725 | $62,586+3.4% | $76,768-15.7% | $64,186+0.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.52% | -1.95%+11.5pp | 2.43%+7.1pp | 7.63%+1.9pp |
| Employer contribution / active EE | $770 | $1,832-58.0% | $2,485-69.0% | $2,381-67.7% |
| Participant deferral / active EE | $2,946 | $3,145-6.3% | $3,852-23.5% | $3,470-15.1% |
| Admin fee / account holder | $1,455 | $4,667-68.8% | $6,675-78.2% | $4,888-70.2% |