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 | $56,175 | $49,177+14.2% | $79,464-29.3% | $64,186-12.5% |
| Participation rate | 75.6% | 65.0%+10.5pp | 73.3%+2.2pp | 69.6%+6.0pp |
| Annual return | 4.73% | -1.16%+5.9pp | 718.14%-713.4pp | 7.63%-2.9pp |
| Employer contribution / active EE | $1,167 | $2,076-43.8% | $2,800-58.3% | $2,381-51.0% |
| Participant deferral / active EE | $1,854 | $2,821-34.3% | $3,704-49.9% | $3,470-46.6% |
| Admin fee / account holder | $1,653 | $3,839-56.9% | $5,113-67.7% | $4,888-66.2% |