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 | $49,234 | $52,681-6.5% | $75,781-35.0% | $59,632-17.4% |
| Participation rate | 71.9% | 67.2%+4.6pp | 75.8%-3.9pp | 68.7%+3.2pp |
| Annual return | -1.10% | 2.95%-4.1pp | 9.68%-10.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,272 | $2,193-42.0% | $3,323-61.7% | $2,203-42.3% |
| Participant deferral / active EE | $3,891 | $2,591+50.2% | $3,651+6.6% | $3,192+21.9% |
| Admin fee / account holder | $3,518 | $3,610-2.5% | $5,299-33.6% | $4,297-18.1% |