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 | $90,857 | $72,404+25.5% | $110,238-17.6% | $64,186+41.6% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.2pp |
| Annual return | 1.44% | -6.29%+7.7pp | 314.74%-313.3pp | 7.63%-6.2pp |
| Employer contribution / active EE | $2,044 | $2,282-10.4% | $3,826-46.6% | $2,381-14.2% |
| Participant deferral / active EE | $3,571 | $3,469+2.9% | $4,672-23.6% | $3,470+2.9% |
| Admin fee / account holder | $23,652 | $5,664+317.6% | $8,547+176.7% | $4,888+383.9% |