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 | $60,632 | $62,586-3.1% | $76,768-21.0% | $64,186-5.5% |
| Participation rate | 91.2% | 72.8%+18.4pp | 77.0%+14.2pp | 69.6%+21.6pp |
| Annual return | -2.88% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $624 | $1,832-65.9% | $2,485-74.9% | $2,381-73.8% |
| Participant deferral / active EE | $4,878 | $3,145+55.1% | $3,852+26.7% | $3,470+40.6% |
| Admin fee / account holder | $10,893 | $4,667+133.4% | $6,675+63.2% | $4,888+122.9% |