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 | $41,097 | $82,032-49.9% | $123,104-66.6% | $59,632-31.1% |
| Participation rate | 85.7% | 83.2%+2.5pp | 86.8%-1.1pp | 68.7%+17.0pp |
| Annual return | -0.41% | 5.12%-5.5pp | 13.22%-13.6pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $4,244 | $3,297+28.7% | $5,151-17.6% | $2,203+92.7% |
| Participant deferral / active EE | $9,917 | $4,667+112.5% | $6,230+59.2% | $3,192+210.7% |
| Admin fee / account holder | $3,752 | $5,881-36.2% | $9,015-58.4% | $4,297-12.7% |