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 | $56,452 | $54,726+3.2% | $68,793-17.9% | $64,186-12.0% |
| Participation rate | 85.9% | 68.0%+17.8pp | 72.2%+13.6pp | 69.6%+16.3pp |
| Annual return | 6.16% | -1.62%+7.8pp | -4.63%+10.8pp | 7.63%-1.5pp |
| Employer contribution / active EE | $2,322 | $1,846+25.8% | $2,625-11.6% | $2,381-2.5% |
| Participant deferral / active EE | $2,126 | $2,626-19.0% | $3,311-35.8% | $3,470-38.7% |
| Admin fee / account holder | $3,031 | $4,027-24.7% | $5,131-40.9% | $4,888-38.0% |