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 | $25,485 | $56,484-54.9% | $169,463-85.0% | $64,186-60.3% |
| Participation rate | 90.6% | 64.5%+26.1pp | 77.8%+12.8pp | 69.6%+21.1pp |
| Annual return | 0.92% | -1.55%+2.5pp | 1.83%-0.9pp | 7.63%-6.7pp |
| Employer contribution / active EE | $2,665 | $1,832+45.4% | $4,159-35.9% | $2,381+11.9% |
| Participant deferral / active EE | $3,288 | $3,448-4.6% | $5,277-37.7% | $3,470-5.2% |
| Admin fee / account holder | $2,064 | $4,174-50.6% | $9,109-77.3% | $4,888-57.8% |