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 | $73,200 | $72,177+1.4% | $115,037-36.4% | $59,632+22.8% |
| Participation rate | 96.6% | 72.6%+24.0pp | 81.4%+15.2pp | 68.7%+27.9pp |
| Annual return | -1.67% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $3,040 | $2,841+7.0% | $4,608-34.0% | $2,203+38.0% |
| Participant deferral / active EE | $4,573 | $4,783-4.4% | $6,026-24.1% | $3,192+43.3% |
| Admin fee / account holder | $5,814 | $4,927+18.0% | $8,175-28.9% | $4,297+35.3% |