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 | $175,588 | $167,307+4.9% | $143,757+22.1% | $134,475+30.6% |
| Participation rate | 73.9% | 84.8%-10.9pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | 2.31% | 0.46%+1.9pp | -0.04%+2.4pp | 417.96%-415.6pp |
| Employer contribution / active EE | $2,649 | $5,619-52.9% | $4,951-46.5% | $4,740-44.1% |
| Participant deferral / active EE | $7,082 | $6,446+9.9% | $5,637+25.6% | $6,400+10.7% |
| Admin fee / account holder | $1,466 | $18,088-91.9% | $14,673-90.0% | $11,426-87.2% |