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 | $45,492 | $65,703-30.8% | $94,224-51.7% | $59,632-23.7% |
| Participation rate | 84.6% | 72.1%+12.5pp | 78.8%+5.8pp | 68.7%+15.9pp |
| Annual return | -1.55% | 5.22%-6.8pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,588 | $2,021+28.1% | $3,587-27.8% | $2,203+17.5% |
| Participant deferral / active EE | $4,838 | $3,143+53.9% | $4,320+12.0% | $3,192+51.6% |
| Admin fee / account holder | $15,125 | $4,264+254.7% | $6,269+141.3% | $4,297+252.0% |