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 | $75,395 | $65,703+14.8% | $94,224-20.0% | $59,632+26.4% |
| Participation rate | 84.8% | 72.1%+12.7pp | 78.8%+6.1pp | 68.7%+16.2pp |
| Annual return | -2.40% | 5.22%-7.6pp | 10.68%-13.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,851 | $2,021-8.4% | $3,587-48.4% | $2,203-15.9% |
| Participant deferral / active EE | $3,063 | $3,143-2.5% | $4,320-29.1% | $3,192-4.0% |
| Admin fee / account holder | $2,751 | $4,264-35.5% | $6,269-56.1% | $4,297-36.0% |