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 | $77,033 | $92,222-16.5% | $76,768+0.3% | $135,375-43.1% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | 0.18% | 5.46%-5.3pp | 2.43%-2.2pp | 519.73%-519.6pp |
| Employer contribution / active EE | $840 | $3,216-73.9% | $2,485-66.2% | $4,779-82.4% |
| Participant deferral / active EE | $2,840 | $4,509-37.0% | $3,852-26.3% | $5,609-49.4% |
| Admin fee / account holder | $69,738 | $10,748+548.8% | $6,675+944.8% | $10,827+544.1% |