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 | $52,397 | $72,177-27.4% | $115,037-54.5% | $59,632-12.1% |
| Participation rate | 74.7% | 72.6%+2.2pp | 81.4%-6.7pp | 68.7%+6.0pp |
| Annual return | -0.16% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,581 | $2,841-44.4% | $4,608-65.7% | $2,203-28.2% |
| Participant deferral / active EE | $2,980 | $4,783-37.7% | $6,026-50.6% | $3,192-6.6% |
| Admin fee / account holder | $10,041 | $4,927+103.8% | $8,175+22.8% | $4,297+133.7% |