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 | $70,966 | $49,177+44.3% | $79,464-10.7% | $64,186+10.6% |
| Participation rate | 71.0% | 65.0%+5.9pp | 73.3%-2.4pp | 69.6%+1.4pp |
| Annual return | 0.03% | -1.16%+1.2pp | 718.14%-718.1pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,192 | $2,076-42.6% | $2,800-57.4% | $2,381-49.9% |
| Participant deferral / active EE | $2,603 | $2,821-7.7% | $3,704-29.7% | $3,470-25.0% |
| Admin fee / account holder | $916 | $3,839-76.1% | $5,113-82.1% | $4,888-81.3% |