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 | $60,506 | $167,307-63.8% | $143,757-57.9% | $134,475-55.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 1.14% | 0.46%+0.7pp | -0.04%+1.2pp | 417.96%-416.8pp |
| Employer contribution / active EE | $3,798 | $5,619-32.4% | $4,951-23.3% | $4,740-19.9% |
| Participant deferral / active EE | $6,343 | $6,446-1.6% | $5,637+12.5% | $6,400-0.9% |
| Admin fee / account holder | $8,085 | $18,088-55.3% | $14,673-44.9% | $11,426-29.2% |