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 | $69,173 | $62,586+10.5% | $76,768-9.9% | $64,186+7.8% |
| Participation rate | 84.5% | 72.8%+11.7pp | 77.0%+7.5pp | 69.6%+14.9pp |
| Annual return | -5.06% | -1.95%-3.1pp | 2.43%-7.5pp | 7.63%-12.7pp |
| Employer contribution / active EE | $630 | $1,832-65.6% | $2,485-74.7% | $2,381-73.6% |
| Participant deferral / active EE | $3,693 | $3,145+17.4% | $3,852-4.1% | $3,470+6.4% |
| Admin fee / account holder | $458 | $4,667-90.2% | $6,675-93.1% | $4,888-90.6% |