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 | $68,143 | $56,484+20.6% | $169,463-59.8% | $64,186+6.2% |
| Participation rate | 86.3% | 64.5%+21.7pp | 77.8%+8.5pp | 69.6%+16.7pp |
| Annual return | -4.00% | -1.55%-2.4pp | 1.83%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $456 | $1,832-75.1% | $4,159-89.0% | $2,381-80.8% |
| Participant deferral / active EE | $9,824 | $3,448+184.9% | $5,277+86.2% | $3,470+183.1% |
| Admin fee / account holder | $1,017 | $4,174-75.6% | $9,109-88.8% | $4,888-79.2% |