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 | $89,997 | $72,177+24.7% | $115,037-21.8% | $59,632+50.9% |
| Participation rate | 74.7% | 72.6%+2.1pp | 81.4%-6.7pp | 68.7%+6.0pp |
| Annual return | -0.46% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,584 | $2,841-44.3% | $4,608-65.6% | $2,203-28.1% |
| Participant deferral / active EE | $6,078 | $4,783+27.1% | $6,026+0.9% | $3,192+90.4% |
| Admin fee / account holder | $1,495 | $4,927-69.7% | $8,175-81.7% | $4,297-65.2% |