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 | $60,012 | $78,694-23.7% | $67,652-11.3% | $125,391-52.1% |
| Participation rate | 88.2% | 78.8%+9.4pp | 75.7%+12.6pp | 83.2%+5.0pp |
| Annual return | -1.02% | 9.46%-10.5pp | 6625.04%-6626.1pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,902 | $3,044-37.5% | $2,266-16.0% | $4,866-60.9% |
| Participant deferral / active EE | $4,833 | $4,292+12.6% | $3,560+35.8% | $5,352-9.7% |
| Admin fee / account holder | $12,031 | $7,403+62.5% | $4,821+149.6% | $9,540+26.1% |