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 | $71,239 | $72,404-1.6% | $110,238-35.4% | $64,186+11.0% |
| Participation rate | 75.9% | 73.3%+2.5pp | 79.8%-4.0pp | 69.6%+6.3pp |
| Annual return | 0.77% | -6.29%+7.1pp | 314.74%-314.0pp | 7.63%-6.9pp |
| Employer contribution / active EE | $588 | $2,282-74.2% | $3,826-84.6% | $2,381-75.3% |
| Participant deferral / active EE | $2,494 | $3,469-28.1% | $4,672-46.6% | $3,470-28.1% |
| Admin fee / account holder | $6,097 | $5,664+7.6% | $8,547-28.7% | $4,888+24.7% |