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 | $42,050 | $45,438-7.5% | $80,004-47.4% | $59,632-29.5% |
| Participation rate | 78.6% | 63.7%+14.8pp | 73.0%+5.6pp | 68.7%+9.9pp |
| Annual return | 0.81% | 5.10%-4.3pp | 7.63%-6.8pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $4,865 | $1,236+293.6% | $2,473+96.7% | $2,203+120.9% |
| Participant deferral / active EE | $5,794 | $2,231+159.7% | $3,204+80.8% | $3,192+81.5% |
| Admin fee / account holder | $2,351 | $3,464-32.1% | $5,033-53.3% | $4,297-45.3% |