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 | $69,762 | $56,484+23.5% | $169,463-58.8% | $64,186+8.7% |
| Participation rate | 73.0% | 64.5%+8.5pp | 77.8%-4.7pp | 69.6%+3.5pp |
| Annual return | -4.61% | -1.55%-3.1pp | 1.83%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $826 | $1,832-54.9% | $4,159-80.1% | $2,381-65.3% |
| Participant deferral / active EE | $2,848 | $3,448-17.4% | $5,277-46.0% | $3,470-17.9% |
| Admin fee / account holder | $3,649 | $4,174-12.6% | $9,109-59.9% | $4,888-25.3% |