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 | $87,009 | $65,703+32.4% | $94,224-7.7% | $59,632+45.9% |
| Participation rate | 78.7% | 72.1%+6.5pp | 78.8%-0.1pp | 68.7%+10.0pp |
| Annual return | -2.01% | 5.22%-7.2pp | 10.68%-12.7pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,540 | $2,021-23.8% | $3,587-57.1% | $2,203-30.1% |
| Participant deferral / active EE | $4,443 | $3,143+41.4% | $4,320+2.8% | $3,192+39.2% |
| Admin fee / account holder | $795 | $4,264-81.4% | $6,269-87.3% | $4,297-81.5% |