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 | $53,427 | $52,681+1.4% | $75,781-29.5% | $59,632-10.4% |
| Participation rate | 71.9% | 67.2%+4.6pp | 75.8%-3.9pp | 68.7%+3.2pp |
| Annual return | -2.37% | 2.95%-5.3pp | 9.68%-12.0pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,429 | $2,591+109.5% | $3,651+48.7% | $3,192+70.1% |
| Admin fee / account holder | $1,331 | $3,610-63.1% | $5,299-74.9% | $4,297-69.0% |