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 | $84,797 | $54,380+55.9% | $68,509+23.8% | $59,632+42.2% |
| Participation rate | 83.3% | 70.2%+13.1pp | 74.7%+8.6pp | 68.7%+14.7pp |
| Annual return | -0.28% | 2.83%-3.1pp | 8.27%-8.6pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $1,041 | $1,539-32.4% | $2,278-54.3% | $2,203-52.7% |
| Participant deferral / active EE | $2,981 | $2,643+12.8% | $3,382-11.9% | $3,192-6.6% |
| Admin fee / account holder | $3,671 | $3,885-5.5% | $5,275-30.4% | $4,297-14.6% |