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 | $28,752 | $48,050-40.2% | $85,969-66.6% | $59,632-51.8% |
| Participation rate | 96.2% | 64.5%+31.7pp | 76.5%+19.6pp | 68.7%+27.5pp |
| Annual return | -1.76% | 0.29%-2.1pp | 9.32%-11.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $1,795 | $1,640+9.5% | $3,474-48.3% | $2,203-18.5% |
| Participant deferral / active EE | $3,086 | $2,249+37.2% | $3,829-19.4% | $3,192-3.3% |
| Admin fee / account holder | $3,089 | $3,206-3.6% | $6,053-49.0% | $4,297-28.1% |