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 | $43,879 | $82,032-46.5% | $123,104-64.4% | $59,632-26.4% |
| Participation rate | 82.9% | 83.2%-0.3pp | 86.8%-3.9pp | 68.7%+14.2pp |
| Annual return | 0.12% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $1,801 | $3,297-45.4% | $5,151-65.0% | $2,203-18.2% |
| Participant deferral / active EE | $4,956 | $4,667+6.2% | $6,230-20.4% | $3,192+55.3% |
| Admin fee / account holder | $3,265 | $5,881-44.5% | $9,015-63.8% | $4,297-24.0% |