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 | $70,814 | $87,540-19.1% | $75,781-6.6% | $125,391-43.5% |
| Participation rate | 81.8% | 80.2%+1.7pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | 0.58% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $559 | $3,930-85.8% | $3,323-83.2% | $4,866-88.5% |
| Participant deferral / active EE | $4,896 | $4,229+15.8% | $3,651+34.1% | $5,352-8.5% |
| Admin fee / account holder | $712 | $6,502-89.1% | $5,299-86.6% | $9,540-92.5% |