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 | $85,718 | $62,586+37.0% | $76,768+11.7% | $64,186+33.5% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -6.78% | -1.95%-4.8pp | 2.43%-9.2pp | 7.63%-14.4pp |
| Employer contribution / active EE | $862 | $1,832-53.0% | $2,485-65.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,693 | $3,145-46.2% | $3,852-56.0% | $3,470-51.2% |
| Admin fee / account holder | $1,539 | $4,667-67.0% | $6,675-76.9% | $4,888-68.5% |