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 | $54,294 | $52,903+2.6% | $73,307-25.9% | $59,632-9.0% |
| Participation rate | 70.5% | 68.2%+2.2pp | 74.9%-4.5pp | 68.7%+1.8pp |
| Annual return | -0.82% | 12.20%-13.0pp | 5.67%-6.5pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,551 | $1,909-18.7% | $3,237-52.1% | $2,203-29.6% |
| Participant deferral / active EE | $3,442 | $4,069-15.4% | $4,991-31.0% | $3,192+7.8% |
| Admin fee / account holder | $6,281 | $3,834+63.8% | $5,637+11.4% | $4,297+46.2% |