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 | $43,902 | $52,681-16.7% | $75,781-42.1% | $59,632-26.4% |
| Participation rate | 94.3% | 67.2%+27.1pp | 75.8%+18.5pp | 68.7%+25.7pp |
| Annual return | -1.55% | 2.95%-4.5pp | 9.68%-11.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $511 | $2,193-76.7% | $3,323-84.6% | $2,203-76.8% |
| Participant deferral / active EE | $4,561 | $2,591+76.1% | $3,651+24.9% | $3,192+42.9% |
| Admin fee / account holder | $478 | $3,610-86.8% | $5,299-91.0% | $4,297-88.9% |