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 | $74,599 | $82,032-9.1% | $123,104-39.4% | $59,632+25.1% |
| Participation rate | 91.7% | 83.2%+8.5pp | 86.8%+4.9pp | 68.7%+23.0pp |
| Annual return | 2.31% | 5.12%-2.8pp | 13.22%-10.9pp | 2041.28%-2039.0pp |
| Employer contribution / active EE | $1,146 | $3,297-65.2% | $5,151-77.8% | $2,203-48.0% |
| Participant deferral / active EE | $3,649 | $4,667-21.8% | $6,230-41.4% | $3,192+14.3% |
| Admin fee / account holder | $1,807 | $5,881-69.3% | $9,015-80.0% | $4,297-57.9% |