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 | $21,008 | $72,177-70.9% | $115,037-81.7% | $59,632-64.8% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | -0.39% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,787 | $2,841-37.1% | $4,608-61.2% | $2,203-18.9% |
| Participant deferral / active EE | $3,362 | $4,783-29.7% | $6,026-44.2% | $3,192+5.3% |
| Admin fee / account holder | $1,258 | $4,927-74.5% | $8,175-84.6% | $4,297-70.7% |