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 | $69,641 | $72,177-3.5% | $115,037-39.5% | $59,632+16.8% |
| Participation rate | 79.2% | 72.6%+6.7pp | 81.4%-2.1pp | 68.7%+10.6pp |
| Annual return | 0.21% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $2,088 | $2,841-26.5% | $4,608-54.7% | $2,203-5.2% |
| Participant deferral / active EE | $7,530 | $4,783+57.4% | $6,026+24.9% | $3,192+135.9% |
| Admin fee / account holder | $5,799 | $4,927+17.7% | $8,175-29.1% | $4,297+35.0% |