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 | $76,882 | $86,699-11.3% | $73,307+4.9% | $125,391-38.7% |
| Participation rate | 76.2% | 78.6%-2.4pp | 74.9%+1.3pp | 83.2%-7.0pp |
| Annual return | 0.98% | 2.78%-1.8pp | 5.67%-4.7pp | 282.22%-281.2pp |
| Employer contribution / active EE | $3,616 | $4,152-12.9% | $3,237+11.7% | $4,866-25.7% |
| Participant deferral / active EE | $7,458 | $5,550+34.4% | $4,991+49.4% | $5,352+39.4% |
| Admin fee / account holder | $32,715 | $7,771+321.0% | $5,637+480.4% | $9,540+242.9% |