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 | $65,575 | $65,703-0.2% | $94,224-30.4% | $59,632+10.0% |
| Participation rate | 82.1% | 72.1%+10.0pp | 78.8%+3.4pp | 68.7%+13.5pp |
| Annual return | 0.04% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $4,088 | $2,021+102.3% | $3,587+14.0% | $2,203+85.6% |
| Participant deferral / active EE | $2,225 | $3,143-29.2% | $4,320-48.5% | $3,192-30.3% |
| Admin fee / account holder | $1,622 | $4,264-62.0% | $6,269-74.1% | $4,297-62.3% |