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 | $67,435 | $72,177-6.6% | $115,037-41.4% | $59,632+13.1% |
| Participation rate | 89.2% | 72.6%+16.6pp | 81.4%+7.8pp | 68.7%+20.5pp |
| Annual return | 2.64% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.28%-2038.6pp |
| Employer contribution / active EE | $2,837 | $2,841-0.1% | $4,608-38.4% | $2,203+28.8% |
| Participant deferral / active EE | $5,925 | $4,783+23.9% | $6,026-1.7% | $3,192+85.7% |
| Admin fee / account holder | $500 | $4,927-89.9% | $8,175-93.9% | $4,297-88.4% |