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 | $58,227 | $72,177-19.3% | $115,037-49.4% | $59,632-2.4% |
| Participation rate | 90.9% | 72.6%+18.4pp | 81.4%+9.5pp | 68.7%+22.2pp |
| Annual return | -2.21% | 12.02%-14.2pp | 26.14%-28.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $2,443 | $2,841-14.0% | $4,608-47.0% | $2,203+10.9% |
| Participant deferral / active EE | $4,657 | $4,783-2.6% | $6,026-22.7% | $3,192+45.9% |
| Admin fee / account holder | $5,414 | $4,927+9.9% | $8,175-33.8% | $4,297+26.0% |