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 | $72,549 | $54,380+33.4% | $68,509+5.9% | $59,632+21.7% |
| Participation rate | 97.1% | 70.2%+27.0pp | 74.7%+22.4pp | 68.7%+28.5pp |
| Annual return | -2.24% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $743 | $1,539-51.7% | $2,278-67.4% | $2,203-66.3% |
| Participant deferral / active EE | $3,127 | $2,643+18.3% | $3,382-7.6% | $3,192-2.0% |
| Admin fee / account holder | $2,895 | $3,885-25.5% | $5,275-45.1% | $4,297-32.6% |