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 | $57,184 | $49,177+16.3% | $79,464-28.0% | $64,186-10.9% |
| Participation rate | 72.1% | 65.0%+7.0pp | 73.3%-1.3pp | 69.6%+2.5pp |
| Annual return | 5.04% | -1.16%+6.2pp | 718.14%-713.1pp | 7.63%-2.6pp |
| Employer contribution / active EE | $2,292 | $2,076+10.4% | $2,800-18.1% | $2,381-3.7% |
| Participant deferral / active EE | $1,006 | $2,821-64.3% | $3,704-72.8% | $3,470-71.0% |
| Admin fee / account holder | $994 | $3,839-74.1% | $5,113-80.6% | $4,888-79.7% |