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 | $66,001 | $65,703+0.5% | $94,224-30.0% | $59,632+10.7% |
| Participation rate | 86.3% | 72.1%+14.2pp | 78.8%+7.5pp | 68.7%+17.6pp |
| Annual return | -2.24% | 5.22%-7.5pp | 10.68%-12.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $3,200 | $2,021+58.4% | $3,587-10.8% | $2,203+45.3% |
| Participant deferral / active EE | $2,862 | $3,143-8.9% | $4,320-33.7% | $3,192-10.3% |
| Admin fee / account holder | $10,292 | $4,264+141.4% | $6,269+64.2% | $4,297+139.5% |