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 | $61,452 | $71,480-14.0% | $90,782-32.3% | $64,186-4.3% |
| Participation rate | 83.3% | 77.6%+5.8pp | 82.7%+0.7pp | 69.6%+13.8pp |
| Annual return | 9.13% | -4.25%+13.4pp | -3.42%+12.6pp | 7.63%+1.5pp |
| Employer contribution / active EE | $2,597 | $3,415-24.0% | $4,105-36.7% | $2,381+9.1% |
| Participant deferral / active EE | $3,665 | $4,302-14.8% | $5,366-31.7% | $3,470+5.6% |
| Admin fee / account holder | $798 | $6,309-87.4% | $5,908-86.5% | $4,888-83.7% |