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 | $71,436 | $73,867-3.3% | $143,757-50.3% | $68,494+4.3% |
| Participation rate | 73.5% | 66.7%+6.9pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | 5.17% | 1.01%+4.2pp | -0.04%+5.2pp | -7.84%+13.0pp |
| Employer contribution / active EE | $2,747 | $3,184-13.7% | $4,951-44.5% | $2,596+5.8% |
| Participant deferral / active EE | $5,540 | $3,384+63.7% | $5,637-1.7% | $4,027+37.6% |
| Admin fee / account holder | $19,756 | $5,755+243.3% | $14,673+34.6% | $5,403+265.7% |