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 | $59,168 | $49,177+20.3% | $79,464-25.5% | $64,186-7.8% |
| Participation rate | 85.9% | 65.0%+20.9pp | 73.3%+12.6pp | 69.6%+16.4pp |
| Annual return | 6.94% | -1.16%+8.1pp | 718.14%-711.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $495 | $2,076-76.2% | $2,800-82.3% | $2,381-79.2% |
| Participant deferral / active EE | $2,049 | $2,821-27.4% | $3,704-44.7% | $3,470-40.9% |
| Admin fee / account holder | $8,541 | $3,839+122.5% | $5,113+67.0% | $4,888+74.7% |