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 | $44,146 | $149,333-70.4% | $106,387-58.5% | $135,375-67.4% |
| Participation rate | 80.0% | 81.5%-1.5pp | 77.5%+2.5pp | 82.6%-2.6pp |
| Annual return | 0.46% | 0.52%-0.1pp | 0.25%+0.2pp | 519.73%-519.3pp |
| Employer contribution / active EE | $3,456 | $4,984-30.7% | $3,520-1.8% | $4,779-27.7% |
| Participant deferral / active EE | $7,332 | $7,230+1.4% | $5,421+35.2% | $5,609+30.7% |
| Admin fee / account holder | $3,861 | $15,952-75.8% | $7,510-48.6% | $10,827-64.3% |