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 | $64,007 | $82,032-22.0% | $123,104-48.0% | $59,632+7.3% |
| Participation rate | 98.9% | 83.2%+15.7pp | 86.8%+12.1pp | 68.7%+30.2pp |
| Annual return | -1.40% | 5.12%-6.5pp | 13.22%-14.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,497 | $3,297-54.6% | $5,151-70.9% | $2,203-32.0% |
| Participant deferral / active EE | $5,324 | $4,667+14.1% | $6,230-14.5% | $3,192+66.8% |
| Admin fee / account holder | $2,378 | $5,881-59.6% | $9,015-73.6% | $4,297-44.7% |