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 | $74,856 | $92,222-18.8% | $76,768-2.5% | $135,375-44.7% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 6.43% | 5.46%+1.0pp | 2.43%+4.0pp | 519.73%-513.3pp |
| Employer contribution / active EE | $1,506 | $3,216-53.2% | $2,485-39.4% | $4,779-68.5% |
| Participant deferral / active EE | $2,305 | $4,509-48.9% | $3,852-40.2% | $5,609-58.9% |
| Admin fee / account holder | $328 | $10,748-97.0% | $6,675-95.1% | $10,827-97.0% |