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 | $54,906 | $78,694-30.2% | $67,652-18.8% | $125,391-56.2% |
| Participation rate | 95.7% | 78.8%+16.8pp | 75.7%+20.0pp | 83.2%+12.5pp |
| Annual return | -0.07% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,723 | $3,044-10.5% | $2,266+20.2% | $4,866-44.0% |
| Participant deferral / active EE | $4,967 | $4,292+15.7% | $3,560+39.5% | $5,352-7.2% |
| Admin fee / account holder | $2,317 | $7,403-68.7% | $4,821-51.9% | $9,540-75.7% |