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 | $61,547 | $96,956-36.5% | $70,014-12.1% | $273,961-77.5% |
| Participation rate | 91.7% | 77.1%+14.6pp | 71.8%+19.9pp | 83.0%+8.7pp |
| Annual return | 2.79% | 12.93%-10.1pp | 12.99%-10.2pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,571 | $3,316-52.6% | $2,338-32.8% | $4,869-67.7% |
| Participant deferral / active EE | $1,647 | $3,744-56.0% | $2,931-43.8% | $5,287-68.8% |
| Admin fee / account holder | $529 | $7,934-93.3% | $4,380-87.9% | $10,132-94.8% |