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 | $54,234 | $56,897-4.7% | $84,750-36.0% | $62,891-13.8% |
| Participation rate | 72.0% | 68.5%+3.5pp | 76.6%-4.6pp | 69.3%+2.7pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,336 | $2,400-2.7% | $3,574-34.6% | $2,281+2.4% |
| Participant deferral / active EE | $4,290 | $2,709+58.4% | $3,712+15.6% | $3,203+34.0% |
| Admin fee / account holder | $4,939 | $3,581+37.9% | $5,332-7.4% | $4,296+15.0% |