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 | $25,220 | $72,177-65.1% | $115,037-78.1% | $59,632-57.7% |
| Participation rate | 77.6% | 72.6%+5.1pp | 81.4%-3.8pp | 68.7%+8.9pp |
| Annual return | -1.35% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $2,266 | $2,841-20.2% | $4,608-50.8% | $2,203+2.9% |
| Participant deferral / active EE | $4,718 | $4,783-1.4% | $6,026-21.7% | $3,192+47.8% |
| Admin fee / account holder | $1,334 | $4,927-72.9% | $8,175-83.7% | $4,297-68.9% |