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 | $78,000 | $52,681+48.1% | $75,781+2.9% | $59,632+30.8% |
| Participation rate | 71.4% | 67.2%+4.2pp | 75.8%-4.4pp | 68.7%+2.8pp |
| Annual return | -2.06% | 2.95%-5.0pp | 9.68%-11.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,116 | $2,193-49.1% | $3,323-66.4% | $2,203-49.3% |
| Participant deferral / active EE | $1,946 | $2,591-24.9% | $3,651-46.7% | $3,192-39.0% |
| Admin fee / account holder | $1,272 | $3,610-64.8% | $5,299-76.0% | $4,297-70.4% |