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 | $80,834 | $73,867+9.4% | $143,757-43.8% | $68,494+18.0% |
| Participation rate | 79.1% | 66.7%+12.4pp | 80.3%-1.2pp | 67.9%+11.2pp |
| Annual return | 8.94% | 1.01%+7.9pp | -0.04%+9.0pp | -7.84%+16.8pp |
| Employer contribution / active EE | $2,704 | $3,184-15.1% | $4,951-45.4% | $2,596+4.2% |
| Participant deferral / active EE | $2,309 | $3,384-31.8% | $5,637-59.0% | $4,027-42.7% |
| Admin fee / account holder | $3,598 | $5,755-37.5% | $14,673-75.5% | $5,403-33.4% |