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 | $66,841 | $62,586+6.8% | $76,768-12.9% | $64,186+4.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 77.0%+16.9pp | 69.6%+24.3pp |
| Annual return | 1.50% | -1.95%+3.5pp | 2.43%-0.9pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,028 | $1,832-43.9% | $2,485-58.7% | $2,381-56.8% |
| Participant deferral / active EE | $2,625 | $3,145-16.5% | $3,852-31.9% | $3,470-24.4% |
| Admin fee / account holder | $1,088 | $4,667-76.7% | $6,675-83.7% | $4,888-77.7% |