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 | $61,763 | $65,703-6.0% | $94,224-34.5% | $59,632+3.6% |
| Participation rate | 89.4% | 72.1%+17.3pp | 78.8%+10.6pp | 68.7%+20.7pp |
| Annual return | -1.61% | 5.22%-6.8pp | 10.68%-12.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $2,495 | $2,021+23.5% | $3,587-30.4% | $2,203+13.3% |
| Participant deferral / active EE | $3,392 | $3,143+7.9% | $4,320-21.5% | $3,192+6.3% |
| Admin fee / account holder | $7,187 | $4,264+68.5% | $6,269+14.7% | $4,297+67.3% |