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 | $66,715 | $72,177-7.6% | $115,037-42.0% | $59,632+11.9% |
| Participation rate | 84.8% | 72.6%+12.3pp | 81.4%+3.5pp | 68.7%+16.2pp |
| Annual return | 0.42% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,178 | $2,841-23.3% | $4,608-52.7% | $2,203-1.1% |
| Participant deferral / active EE | $5,271 | $4,783+10.2% | $6,026-12.5% | $3,192+65.2% |
| Admin fee / account holder | $924 | $4,927-81.2% | $8,175-88.7% | $4,297-78.5% |