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 | $40,290 | $65,703-38.7% | $94,224-57.2% | $59,632-32.4% |
| Participation rate | 82.5% | 72.1%+10.4pp | 78.8%+3.7pp | 68.7%+13.8pp |
| Annual return | -0.01% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,789 | $2,021-11.5% | $3,587-50.1% | $2,203-18.8% |
| Participant deferral / active EE | $4,401 | $3,143+40.0% | $4,320+1.9% | $3,192+37.9% |
| Admin fee / account holder | $4,870 | $4,264+14.2% | $6,269-22.3% | $4,297+13.3% |