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 | $61,871 | $59,332+4.3% | $90,223-31.4% | $59,632+3.8% |
| Participation rate | 95.4% | 71.9%+23.5pp | 79.0%+16.3pp | 68.7%+26.7pp |
| Annual return | -1.41% | 3.25%-4.7pp | 1.31%-2.7pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,289 | $3,031-57.5% | $4,378-70.6% | $2,203-41.5% |
| Participant deferral / active EE | $2,637 | $4,369-39.6% | $5,792-54.5% | $3,192-17.4% |
| Admin fee / account holder | $6,745 | $5,032+34.0% | $7,406-8.9% | $4,297+57.0% |