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 | $75,322 | $72,177+4.4% | $115,037-34.5% | $59,632+26.3% |
| Participation rate | 89.1% | 72.6%+16.5pp | 81.4%+7.7pp | 68.7%+20.4pp |
| Annual return | -1.25% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,696 | $2,841-5.1% | $4,608-41.5% | $2,203+22.4% |
| Participant deferral / active EE | $5,353 | $4,783+11.9% | $6,026-11.2% | $3,192+67.7% |
| Admin fee / account holder | $4,914 | $4,927-0.3% | $8,175-39.9% | $4,297+14.4% |