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 | $73,437 | $62,586+17.3% | $76,768-4.3% | $64,186+14.4% |
| Participation rate | 78.7% | 72.8%+5.9pp | 77.0%+1.7pp | 69.6%+9.1pp |
| Annual return | 0.02% | -1.95%+2.0pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,609 | $1,832-12.2% | $2,485-35.3% | $2,381-32.4% |
| Participant deferral / active EE | $3,931 | $3,145+25.0% | $3,852+2.1% | $3,470+13.3% |
| Admin fee / account holder | $8,743 | $4,667+87.3% | $6,675+31.0% | $4,888+78.9% |