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 | $35,860 | $72,177-50.3% | $115,037-68.8% | $59,632-39.9% |
| Participation rate | 81.8% | 72.6%+9.3pp | 81.4%+0.5pp | 68.7%+13.1pp |
| Annual return | 0.44% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,363 | $2,841-16.8% | $4,608-48.7% | $2,203+7.3% |
| Participant deferral / active EE | $4,033 | $4,783-15.7% | $6,026-33.1% | $3,192+26.4% |
| Admin fee / account holder | $5,160 | $4,927+4.7% | $8,175-36.9% | $4,297+20.1% |