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 | $75,003 | $57,354+30.8% | $83,848-10.5% | $64,186+16.9% |
| Participation rate | 79.4% | 68.6%+10.8pp | 76.1%+3.3pp | 69.6%+9.8pp |
| Annual return | -0.18% | 11.38%-11.6pp | 850.88%-851.1pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,844 | $2,545-27.5% | $3,631-49.2% | $2,381-22.5% |
| Participant deferral / active EE | $2,951 | $2,993-1.4% | $4,082-27.7% | $3,470-15.0% |
| Admin fee / account holder | $3,091 | $4,046-23.6% | $5,478-43.6% | $4,888-36.8% |