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 | $38,131 | $65,703-42.0% | $94,224-59.5% | $59,632-36.1% |
| Participation rate | 92.0% | 72.1%+19.9pp | 78.8%+13.2pp | 68.7%+23.3pp |
| Annual return | -1.53% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,189 | $2,021-41.2% | $3,587-66.9% | $2,203-46.0% |
| Participant deferral / active EE | $1,511 | $3,143-51.9% | $4,320-65.0% | $3,192-52.7% |
| Admin fee / account holder | $4,471 | $4,264+4.9% | $6,269-28.7% | $4,297+4.1% |