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 | $62,446 | $49,177+27.0% | $79,464-21.4% | $64,186-2.7% |
| Participation rate | 78.6% | 65.0%+13.5pp | 73.3%+5.2pp | 69.6%+9.0pp |
| Annual return | 5.46% | -1.16%+6.6pp | 718.14%-712.7pp | 7.63%-2.2pp |
| Employer contribution / active EE | $1,947 | $2,076-6.2% | $2,800-30.5% | $2,381-18.2% |
| Participant deferral / active EE | $2,380 | $2,821-15.6% | $3,704-35.7% | $3,470-31.4% |
| Admin fee / account holder | $9,384 | $3,839+144.4% | $5,113+83.5% | $4,888+92.0% |