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 | $79,379 | $72,177+10.0% | $115,037-31.0% | $59,632+33.1% |
| Participation rate | 79.7% | 72.6%+7.1pp | 81.4%-1.7pp | 68.7%+11.0pp |
| Annual return | 2.37% | 12.02%-9.6pp | 26.14%-23.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $2,069 | $2,841-27.2% | $4,608-55.1% | $2,203-6.1% |
| Participant deferral / active EE | $4,348 | $4,783-9.1% | $6,026-27.9% | $3,192+36.2% |
| Admin fee / account holder | $1,964 | $4,927-60.1% | $8,175-76.0% | $4,297-54.3% |