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 | $62,067 | $52,681+17.8% | $75,781-18.1% | $59,632+4.1% |
| Participation rate | 83.3% | 67.2%+16.1pp | 75.8%+7.5pp | 68.7%+14.7pp |
| Annual return | -0.02% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,405 | $2,193-35.9% | $3,323-57.7% | $2,203-36.2% |
| Participant deferral / active EE | $2,889 | $2,591+11.5% | $3,651-20.9% | $3,192-9.5% |
| Admin fee / account holder | $15,519 | $3,610+329.9% | $5,299+192.9% | $4,297+261.2% |