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 | $57,606 | $82,032-29.8% | $123,104-53.2% | $59,632-3.4% |
| Participation rate | 98.7% | 83.2%+15.5pp | 86.8%+11.9pp | 68.7%+30.0pp |
| Annual return | -1.10% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $4,199 | $3,297+27.4% | $5,151-18.5% | $2,203+90.6% |
| Participant deferral / active EE | $3,336 | $4,667-28.5% | $6,230-46.4% | $3,192+4.5% |
| Admin fee / account holder | $6,080 | $5,881+3.4% | $9,015-32.6% | $4,297+41.5% |