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 | $65,027 | $59,805+8.7% | $79,550-18.3% | $68,494-5.1% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.5%+27.5pp | 67.9%+29.1pp |
| Annual return | 7.20% | -12.30%+19.5pp | 0.16%+7.0pp | -7.84%+15.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,135 | $3,024+36.7% | $3,985+3.8% | $4,027+2.7% |
| Admin fee / account holder | $2,241 | $4,835-53.6% | $6,832-67.2% | $5,403-58.5% |