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 | $56,744 | $81,258-30.2% | $105,218-46.1% | $59,632-4.8% |
| Participation rate | 74.2% | 75.4%-1.2pp | 77.2%-3.0pp | 68.7%+5.5pp |
| Annual return | 0.28% | 1.96%-1.7pp | 5.33%-5.1pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $2,627 | $2,562+2.6% | $3,255-19.3% | $2,203+19.3% |
| Participant deferral / active EE | $5,043 | $3,881+29.9% | $4,867+3.6% | $3,192+58.0% |
| Admin fee / account holder | $4,502 | $5,841-22.9% | $6,992-35.6% | $4,297+4.8% |