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 | $66,480 | $65,703+1.2% | $94,224-29.4% | $59,632+11.5% |
| Participation rate | 82.3% | 72.1%+10.1pp | 78.8%+3.5pp | 68.7%+13.6pp |
| Annual return | -1.23% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,035 | $2,021+0.7% | $3,587-43.3% | $2,203-7.6% |
| Participant deferral / active EE | $3,004 | $3,143-4.4% | $4,320-30.5% | $3,192-5.9% |
| Admin fee / account holder | $18,317 | $4,264+329.6% | $6,269+192.2% | $4,297+326.3% |