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 | $67,249 | $62,586+7.5% | $76,768-12.4% | $64,186+4.8% |
| Participation rate | 96.8% | 72.8%+24.0pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -5.25% | -1.95%-3.3pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $603 | $1,832-67.1% | $2,485-75.7% | $2,381-74.7% |
| Participant deferral / active EE | $5,142 | $3,145+63.5% | $3,852+33.5% | $3,470+48.2% |
| Admin fee / account holder | $8,466 | $4,667+81.4% | $6,675+26.8% | $4,888+73.2% |