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 | $63,281 | $95,862-34.0% | $79,550-20.5% | $134,475-52.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | 4.80% | -2.69%+7.5pp | 0.16%+4.6pp | 417.96%-413.2pp |
| Employer contribution / active EE | $3,639 | $3,128+16.3% | $2,413+50.8% | $4,740-23.2% |
| Participant deferral / active EE | $3,610 | $4,693-23.1% | $3,985-9.4% | $6,400-43.6% |
| Admin fee / account holder | $9,729 | $9,126+6.6% | $6,832+42.4% | $11,426-14.9% |