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 | $68,788 | $75,828-9.3% | $147,614-53.4% | $59,632+15.4% |
| Participation rate | 93.2% | 71.6%+21.6pp | 84.6%+8.6pp | 68.7%+24.5pp |
| Annual return | 0.36% | 0.37%0pp | 61.98%-61.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,631 | $3,485-24.5% | $5,564-52.7% | $2,203+19.5% |
| Participant deferral / active EE | $3,105 | $3,130-0.8% | $4,895-36.6% | $3,192-2.7% |
| Admin fee / account holder | $2,208 | $5,985-63.1% | $11,611-81.0% | $4,297-48.6% |