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 | $42,491 | $82,032-48.2% | $123,104-65.5% | $59,632-28.7% |
| Participation rate | 90.2% | 83.2%+7.0pp | 86.8%+3.4pp | 68.7%+21.5pp |
| Annual return | -1.49% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $6,394 | $3,297+94.0% | $5,151+24.1% | $2,203+190.3% |
| Participant deferral / active EE | $8,185 | $4,667+75.4% | $6,230+31.4% | $3,192+156.4% |
| Admin fee / account holder | $5,079 | $5,881-13.6% | $9,015-43.7% | $4,297+18.2% |