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 | $46,666 | $72,177-35.3% | $115,037-59.4% | $59,632-21.7% |
| Participation rate | 73.2% | 72.6%+0.7pp | 81.4%-8.1pp | 68.7%+4.6pp |
| Annual return | -1.17% | 12.02%-13.2pp | 26.14%-27.3pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $2,257 | $2,841-20.6% | $4,608-51.0% | $2,203+2.5% |
| Participant deferral / active EE | $5,533 | $4,783+15.7% | $6,026-8.2% | $3,192+73.4% |
| Admin fee / account holder | $12,302 | $4,927+149.7% | $8,175+50.5% | $4,297+186.3% |