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 | $26,193 | $65,703-60.1% | $94,224-72.2% | $59,632-56.1% |
| Participation rate | 88.9% | 72.1%+16.8pp | 78.8%+10.1pp | 68.7%+20.2pp |
| Annual return | -1.06% | 5.22%-6.3pp | 10.68%-11.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $607 | $2,021-70.0% | $3,587-83.1% | $2,203-72.5% |
| Participant deferral / active EE | $3,452 | $3,143+9.8% | $4,320-20.1% | $3,192+8.2% |
| Admin fee / account holder | $5,590 | $4,264+31.1% | $6,269-10.8% | $4,297+30.1% |