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 | $68,991 | $127,100-45.7% | $105,738-34.8% | $135,375-49.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | 0.86% | 4.49%-3.6pp | 6.27%-5.4pp | 519.73%-518.9pp |
| Employer contribution / active EE | $2,142 | $4,107-47.8% | $3,268-34.5% | $4,779-55.2% |
| Participant deferral / active EE | $2,406 | $5,064-52.5% | $4,080-41.0% | $5,609-57.1% |
| Admin fee / account holder | $786 | $9,087-91.3% | $6,913-88.6% | $10,827-92.7% |