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 | $32,483 | $52,681-38.3% | $75,781-57.1% | $59,632-45.5% |
| Participation rate | 82.8% | 67.2%+15.5pp | 75.8%+6.9pp | 68.7%+14.1pp |
| Annual return | -1.19% | 2.95%-4.1pp | 9.68%-10.9pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $571 | $2,193-74.0% | $3,323-82.8% | $2,203-74.1% |
| Participant deferral / active EE | $1,211 | $2,591-53.3% | $3,651-66.8% | $3,192-62.1% |
| Admin fee / account holder | $2,682 | $3,610-25.7% | $5,299-49.4% | $4,297-37.6% |