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 | $69,658 | $61,660+13.0% | $80,019-12.9% | $64,186+8.5% |
| Participation rate | 73.1% | 71.7%+1.4pp | 75.8%-2.8pp | 69.6%+3.5pp |
| Annual return | -6.48% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $628 | $1,810-65.3% | $2,468-74.6% | $2,381-73.6% |
| Participant deferral / active EE | $2,602 | $2,968-12.3% | $3,686-29.4% | $3,470-25.0% |
| Admin fee / account holder | $699 | $5,417-87.1% | $6,521-89.3% | $4,888-85.7% |