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 | $70,969 | $62,586+13.4% | $76,768-7.6% | $64,186+10.6% |
| Participation rate | 84.9% | 72.8%+12.1pp | 77.0%+7.9pp | 69.6%+15.3pp |
| Annual return | -4.62% | -1.95%-2.7pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $878 | $1,832-52.1% | $2,485-64.7% | $2,381-63.1% |
| Participant deferral / active EE | $3,705 | $3,145+17.8% | $3,852-3.8% | $3,470+6.8% |
| Admin fee / account holder | $2,676 | $4,667-42.7% | $6,675-59.9% | $4,888-45.3% |