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 | $38,395 | $65,703-41.6% | $94,224-59.3% | $59,632-35.6% |
| Participation rate | 79.3% | 72.1%+7.2pp | 78.8%+0.5pp | 68.7%+10.6pp |
| Annual return | -0.86% | 5.22%-6.1pp | 10.68%-11.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,390 | $2,021-31.2% | $3,587-61.2% | $2,203-36.9% |
| Participant deferral / active EE | $4,685 | $3,143+49.1% | $4,320+8.5% | $3,192+46.8% |
| Admin fee / account holder | $1,596 | $4,264-62.6% | $6,269-74.5% | $4,297-62.9% |